RWA WEALTH PARTNERS, LLC

Position in NVS — Novartis AG

CIK 1544576 BOSTON, MA

Position in NVS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,012,910

+$63,362 QoQ

Shares Held

12,844

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#426

of 1,603 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 53% Shared 0% None 47%

Healthcare · as of Jun 30, 2026

RWA WEALTH PARTNERS, LLC holds $307,753,519 across 11 Drug Manufacturers - General names. NVS ranks #10 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	387,249	$98,349,628
2	LLY	ELI LILLY & Co	76,026	$91,187,872
3	ABBV	AbbVie Inc.	235,826	$59,343,254
4	AMGN	Amgen Inc	48,114	$17,423,041
5	MRK	Merck & Co., Inc.	111,388	$14,313,357
6	AZN	Astrazeneca PLC	45,390	$8,606,851
7	PFE	Pfizer Inc	285,238	$6,868,530
8	GILD	Gilead Sciences, Inc.	34,341	$4,338,641

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,012,910	12,844	+0.6%	Shares	Sole	2026-08-07
2026-03-31	$1,949,548	12,763	+25.7%	Shares	Sole	2026-05-13
2025-12-31	$1,400,069	10,155	+2.0%	Shares	Sole	2026-02-12
2025-09-30	$1,276,757	9,956	+1.0%	Shares	Sole	2025-11-10
2025-06-30	$1,193,037	9,859	+0.8%	Shares	Sole	2025-08-06
2025-03-31	$1,090,497	9,782	+2.3%	Shares	Sole	2025-05-13
2024-12-31	$930,769	9,565	+1.7%	Shares	Sole	2025-02-12
2024-09-30	$1,081,763	9,405	+0.4%	Shares	Sole	2024-11-08
2024-06-30	$996,997	9,365	+0.1%	Shares	Sole	2024-08-12
2024-03-31	$905,392	9,360	+3.3%	Shares	Sole	2024-04-29
2023-12-31	$914,787	9,060	+30.4%	Shares	Sole	2024-02-01
2023-09-30	$707,927	6,950	0.0%	Shares	Sole	2023-10-11
2023-06-30	$701,324	6,950	+64.4%	Shares	Sole	2023-08-04
2020-06-30	$369,273	4,228	+1.2%	Shares	Sole	2020-08-03
2020-03-31	$344,311	4,176	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.