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Strategic Global Advisors, LLC

Position in NVS — Novartis AG

CIK 1580212 NEWPORT BEACH, CA

Position in NVS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,717,838
+$183,410 QoQ
Shares Held
17,342
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#366
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 87% Shared 0% None 13%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Strategic Global Advisors, LLC holds $15,490,781 across 5 Drug Manufacturers - General names. NVS ranks #2 (17.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 NVS
Novartis AG
This page
17,342 $2,717,838

All Filings in NVS

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,717,838 17,342
2026-03-31 $2,534,428 16,592
2025-12-31 $2,050,540 14,873
2025-09-30 $1,690,459 13,182
2025-06-30 $1,724,029 14,247
2025-03-31 $1,395,172 12,515
2024-12-31 $1,246,638 12,811
2024-09-30 $1,367,702 11,891
2024-06-30 $580,313 5,451
2024-03-31 $1,038,590 10,737
2023-12-31 $1,094,514 10,840
2023-09-30 $1,129,627 11,090
2023-06-30 $1,195,379 11,846
2023-03-31 $1,111,360 12,080
2022-12-31 $400,710 4,417
2022-09-30 $337,408 4,439
2022-06-30 $358,069 4,236
2022-03-31 $377,412 4,301
2021-12-31 $370,785 4,239
2021-09-30 $1,729,728 21,151
2021-06-30 $1,935,200 21,210
2021-03-31 $4,286,736 50,149
2020-12-31 $4,723,766 50,024
2020-09-30 $4,500,266 51,751
2020-06-30 $4,022,793 46,059
2020-03-31 $2,885,502 34,997