GeoWealth Management, LLC

Position in NVS — Novartis AG

CIK 1593387 CHICAGO, IL

Position in NVS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,925,148

+$299,430 QoQ

Shares Held

12,284

+15.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#443

of 1,603 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Healthcare · as of Jun 30, 2026

GeoWealth Management, LLC holds $25,513,723 across 13 Drug Manufacturers - General names. NVS ranks #5 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	4,153	$4,981,233
2	ABBV	AbbVie Inc.	14,601	$3,674,195
3	AZN	Astrazeneca PLC	18,885	$3,580,973
4	JNJ	Johnson & Johnson	13,367	$3,394,816
5	NVS	Novartis AG This page	12,284	$1,925,148
6	NVO	Novo Nordisk A S	38,770	$1,858,633
7	MRK	Merck & Co., Inc.	11,907	$1,530,049
8	AMGN	Amgen Inc	2,746	$994,381

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,925,148	12,284	+15.4%	Shares	Other	2026-07-30
2026-03-31	$1,625,718	10,643	+1.3%	Shares	Other	2026-05-13
2025-12-31	$1,448,186	10,504	+1.4%	Shares	Other	2026-02-17
2025-09-30	$1,328,309	10,358	+221.6%	Shares	Other	2025-11-13
2025-06-30	$389,773	3,221	-16.6%	Shares	Other	2025-08-13
2025-03-31	$430,424	3,861	-44.2%	Shares	Other	2025-05-09
2024-12-31	$673,190	6,918	+199.2%	Shares	Other	2025-02-13
2024-09-30	$265,926	2,312	-44.4%	Shares	Other	2024-11-12
2024-06-30	$442,341	4,155	+2.8%	Shares	Other	2024-08-12
2024-03-31	$390,885	4,041	+56.9%	Shares	Other	2024-05-15
2023-12-31	$260,098	2,576	—	Shares	Other	2024-02-13
No filing history on record for this holder in this stock.