Barry Investment Advisors, LLC

Position in NVS — Novartis AG

CIK 1631639 NEW BEDFORD, MA

Position in NVS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$307,484

+$7,789 QoQ

Shares Held

1,962

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#1,116

of 1,602 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Barry Investment Advisors, LLC holds $7,415,474 across 8 Drug Manufacturers - General names. NVS ranks #6 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFE	Pfizer Inc	114,880	$2,766,310
2	MRK	Merck & Co., Inc.	19,781	$2,541,858
3	AMGN	Amgen Inc	1,360	$492,483
4	GSK	GSK plc	8,022	$420,513
5	AZN	Astrazeneca PLC	1,980	$375,447
6	NVS	Novartis AG This page	1,962	$307,484
7	ABBV	AbbVie Inc.	1,036	$260,699
8	LLY	ELI LILLY & Co	209	$250,680

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$307,484	1,962	0.0%	Shares	Other	2026-07-09
2026-03-31	$299,695	1,962	+1.1%	Shares	Other	2026-04-23
2025-12-31	$267,467	1,940	0.0%	Shares	Other	2026-02-09
2025-09-30	$248,785	1,940	-8.1%	Shares	Other	2025-10-22
2025-06-30	$255,331	2,110	+0.3%	Shares	Other	2025-07-17
2025-03-31	$234,442	2,103	-0.8%	Shares	Other	2025-05-01
2024-12-31	$206,199	2,119	0.0%	Shares	Other	2025-01-23
2024-09-30	$243,727	2,119	-0.0%	Shares	Other	2024-10-25
2024-06-30	$225,695	2,120	+0.6%	Shares	Other	2024-08-14
2024-03-31	$203,810	2,107	+0.2%	Shares	Other	2024-04-18
2023-12-31	$212,339	2,103	+0.3%	Shares	Other	2024-02-09
2023-09-30	$213,600	2,097	+0.1%	Shares	Other	2023-11-13
2023-06-30	$211,406	2,095	-3.7%	Shares	Other	2023-08-03
2020-12-31	$205,385	2,175	—	Shares	Other	2021-02-04
No filing history on record for this holder in this stock.