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Arax Advisory Partners

Position in NVS — Novartis AG

CIK 1586767 DENVER, CO

Position in NVS

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$5,064,406
+$4,297,449 QoQ
Shares Held
32,315
+543.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#260
of 1,603 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority Sole 43% Shared 0% None 57%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Arax Advisory Partners holds $367,571,362 across 18 Drug Manufacturers - General names. NVS ranks #11 (1.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NVS

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,064,406 32,315
2026-03-31 $766,957 5,021
2025-12-31 $994,456 7,213
2025-09-30 $1,016,814 7,929
2025-06-30 $402,600 3,327
2025-03-31 $441,126 3,957
2024-12-31 $100,910 1,037
2024-09-30 $113,063 983
2024-06-30 $139,142 1,307
2024-03-31 $122,169 1,263
2023-12-31 $127,020 1,258
2023-09-30 $126,713 1,244
2023-06-30 $123,816 1,227
2023-03-31 $104,512 1,136
2022-12-31 $75,660 834
2022-09-30 $73,273 964
2022-06-30 $20,540 243
2022-03-31 $21,323 243
2021-12-31 $5,248 60
2021-09-30 $3,516 43
2021-06-30 $4,926 54