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Spectrum Asset Management, Inc. (NB/CA)

Position in NVS — Novartis AG

CIK 1632078 NEWPORT BEACH, CA

Position in NVS

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$3,573,842
-$439,664 QoQ
Shares Held
22,804
-13.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#324
of 1,603 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Spectrum Asset Management, Inc. (NB/CA) holds $9,136,666 across 4 Drug Manufacturers - General names. NVS ranks #2 (39.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 NVS
Novartis AG
This page
22,804 $3,573,842

All Filings in NVS

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,573,842 22,804
2026-03-31 $4,013,506 26,275
2025-12-31 $3,624,326 26,288
2025-09-30 $3,355,783 26,168
2025-06-30 $2,983,501 24,655