Patten Group, Inc.

Position in NVS — Novartis AG

CIK 1633207 CHATTANOOGA, TN

Position in NVS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,612,051

+$11,330 QoQ

Shares Held

16,667

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#379

of 1,603 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Patten Group, Inc. holds $22,707,053 across 8 Drug Manufacturers - General names. NVS ranks #5 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	22,927	$5,822,770
2	AZN	Astrazeneca PLC	29,983	$5,685,376
3	MRK	Merck & Co., Inc.	26,376	$3,389,316
4	LLY	ELI LILLY & Co	2,822	$3,384,791
5	NVS	Novartis AG This page	16,667	$2,612,051
6	BMY	Bristol Myers Squibb Co	19,094	$1,100,195
7	ABBV	AbbVie Inc.	1,875	$471,824
8	SNY	Sanofi	5,643	$240,730

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,612,051	16,667	-2.1%	Shares	Sole	2026-08-06
2026-03-31	$2,600,721	17,026	-0.6%	Shares	Sole	2026-04-24
2025-12-31	$2,362,264	17,134	+1.9%	Shares	Sole	2026-01-23
2025-09-30	$2,156,099	16,813	-0.2%	Shares	Sole	2025-11-10
2025-06-30	$2,039,381	16,853	-0.7%	Shares	Sole	2025-07-30
2025-03-31	$1,891,815	16,970	+3.8%	Shares	Sole	2025-05-14
2024-12-31	$1,590,142	16,341	-0.3%	Shares	Sole	2025-02-06
2024-09-30	$1,884,832	16,387	-0.8%	Shares	Sole	2024-10-08
2024-06-30	$1,757,973	16,513	+2.5%	Shares	Sole	2024-07-25
2024-03-31	$1,558,320	16,110	0.0%	Shares	Sole	2024-04-17
2023-12-31	$1,626,626	16,110	+1.9%	Shares	Sole	2024-01-10
2023-09-30	$1,610,508	15,811	+0.1%	Shares	Sole	2023-10-12
2023-06-30	$1,593,570	15,792	0.0%	Shares	Sole	2023-07-26
2023-03-31	$1,452,864	15,792	+0.8%	Shares	Sole	2023-04-06
2022-12-31	$1,421,945	15,674	+3.1%	Shares	Sole	2023-02-10
2022-09-30	$1,156,036	15,209	0.0%	Shares	Sole	2022-10-13
2022-06-30	$1,285,616	15,209	+0.1%	Shares	Sole	2022-07-18
2022-03-31	$1,333,800	15,200	+5.5%	Shares	Sole	2022-04-28
2021-12-31	$1,260,355	14,409	+0.3%	Shares	Sole	2022-01-20
2021-09-30	$1,174,442	14,361	-0.4%	Shares	Sole	2021-11-15
2021-06-30	$1,315,772	14,421	-7.5%	Shares	Sole	2021-08-03
2021-03-31	$1,333,231	15,597	+0.2%	Shares	Sole	2021-04-23
2020-12-31	$1,470,275	15,570	-1.5%	Shares	Sole	2021-02-02
2020-09-30	$1,373,968	15,800	+0.3%	Shares	Sole	2020-10-19
2020-06-30	$1,375,168	15,745	-2.9%	Shares	Sole	2020-07-20
2020-03-31	$1,337,174	16,218	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.