SVB WEALTH LLC

Position in NVS — Novartis AG

CIK 1626116 BOSTON, MA

Position in NVS

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$488,187

+$18,051 QoQ

Shares Held

3,196

-6.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Healthcare · as of Jun 30, 2026

SVB WEALTH LLC holds $29,259,588 across 6 Drug Manufacturers - General names.

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	9,903	$11,877,953
2	JNJ	Johnson & Johnson	27,472	$6,977,062
3	GILD	Gilead Sciences, Inc.	27,562	$3,482,180
4	BMY	Bristol Myers Squibb Co	57,918	$3,337,231
5	PFE	Pfizer Inc	93,921	$2,261,615
6	AMGN	Amgen Inc	3,655	$1,323,547

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$488,187	3,196	-6.3%	Shares	Sole	2026-04-17
2025-12-31	$470,136	3,410	-2.8%	Shares	Sole	2026-02-04
2025-09-30	$450,121	3,510	-24.1%	Shares	Sole	2025-11-06
2025-06-30	$559,669	4,625	-37.7%	Shares	Sole	2025-08-14
2025-03-31	$826,957	7,418	-16.9%	Shares	Sole	2025-05-14
2024-12-31	$869,074	8,931	-21.3%	Shares	Sole	2025-02-05
2024-06-30	$1,207,787	11,345	-13.8%	Shares	Sole	2024-08-06
2024-03-31	$1,272,869	13,159	-18.3%	Shares	Sole	2024-05-15
2023-12-31	$1,626,120	16,105	+3.3%	Shares	Sole	2024-01-30
2023-09-30	$1,587,894	15,589	-0.3%	Shares	Sole	2023-10-23
2023-06-30	$1,577,323	15,631	-1.3%	Shares	Sole	2023-07-24
2023-03-31	$1,456,360	15,830	-3.6%	Shares	Sole	2023-05-12
2022-12-31	$1,489,803	16,422	-7.9%	Shares	Sole	2023-02-10
2022-09-30	$1,354,724	17,823	-1.2%	Shares	Sole	2022-11-09
2022-06-30	$1,524,329	18,033	+26.2%	Shares	Sole	2022-08-16
2022-03-31	$1,253,508	14,285	+14.8%	Shares	Sole	2022-05-13
2021-12-31	$1,088,475	12,444	-9.3%	Shares	Sole	2022-02-15
2021-09-30	$1,121,856	13,718	-3.0%	Shares	Sole	2021-11-09
2021-06-30	$1,289,951	14,138	-6.0%	Shares	Sole	2021-08-13
2021-03-31	$1,285,533	15,039	-0.4%	Shares	Sole	2021-05-11
2020-12-31	$1,425,514	15,096	+3.9%	Shares	Sole	2021-02-10
2020-09-30	$1,263,701	14,532	+37.2%	Shares	Sole	2020-11-10
2020-06-30	$925,017	10,591	-5.9%	Shares	Sole	2020-08-05
2020-03-31	$928,056	11,256	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.