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Winch Advisory Services, LLC

Position in NVS — Novartis AG

CIK 1585822 Appleton, WI

Position in NVS

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$1,880
+$47 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,592
of 1,603 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Winch Advisory Services, LLC holds $1,689,136 across 12 Drug Manufacturers - General names. NVS ranks #11 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NVS

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,880 12
2026-03-31 $1,833 12
2025-12-31 $1,516 11
2025-09-30 $1,410 11
2025-06-30 $1,331 11
2025-03-31 $1,226 11
2024-12-31 $1,070 11