Oxbow Advisors, LLC

Position in NVS — Novartis AG

CIK 1564770 Austin, TX

Position in NVS

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

Position Value

$4,458,997

+$98,749 QoQ

Shares Held

28,452

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#282

of 1,603 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Oxbow Advisors, LLC holds $34,228,264 across 6 Drug Manufacturers - General names. NVS ranks #4 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	45,256	$11,493,666
2	AZN	Astrazeneca PLC	39,379	$7,467,045
3	ABBV	AbbVie Inc.	24,293	$6,113,090
4	NVS	Novartis AG This page	28,452	$4,458,997
5	AMGN	Amgen Inc	11,698	$4,236,079
6	MRK	Merck & Co., Inc.	3,575	$459,387

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,458,997	28,452	-0.3%	Shares	Sole	2026-08-07
2026-03-31	$4,360,248	28,545	+0.1%	Shares	Sole	2026-04-27
2025-12-31	$3,930,397	28,508	-1.2%	Shares	Sole	2026-02-04
2025-09-30	$3,698,441	28,840	+0.8%	Shares	Sole	2025-10-31
2025-06-30	$3,463,185	28,619	+3.5%	Shares	Sole	2025-07-29
2025-03-31	$3,083,090	27,656	+2.9%	Shares	Sole	2025-05-01
2024-12-31	$2,615,887	26,882	+5.8%	Shares	Sole	2025-02-03
2024-09-30	$2,921,738	25,402	-0.6%	Shares	Sole	2024-11-01
2024-06-30	$2,719,733	25,547	-74.8%	Shares	Sole	2024-08-06
2021-12-31	$8,855,550	101,241	-1.4%	Shares	Sole	2022-02-09
2021-09-30	$8,400,441	102,720	+4.1%	Shares	Sole	2021-11-10
2021-06-30	$9,006,209	98,709	+3.8%	Shares	Sole	2021-08-04
2021-03-31	$8,132,481	95,139	-1.9%	Shares	Sole	2021-05-11
2020-12-31	$9,155,743	96,958	-1.3%	Shares	Sole	2021-02-02
2020-09-30	$8,543,211	98,243	-0.9%	Shares	Sole	2020-11-06
2020-06-30	$8,658,887	99,140	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.