Pointe Capital Management LLC

Position in NVS — Novartis AG

CIK 1640335 GROSSE POINTE FARMS, MI

Position in NVS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$466,555

+$11,819 QoQ

Shares Held

2,977

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#921

of 1,603 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Pointe Capital Management LLC holds $3,106,347 across 6 Drug Manufacturers - General names. NVS ranks #2 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,183	$1,418,925
2	NVS	Novartis AG This page	2,977	$466,555
3	AZN	Astrazeneca PLC	2,170	$411,475
4	MRK	Merck & Co., Inc.	2,386	$306,601
5	JNJ	Johnson & Johnson	1,024	$260,065
6	PFE	Pfizer Inc	10,080	$242,726

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,555	2,977	0.0%	Shares	Sole	2026-08-14
2026-03-31	$454,736	2,977	-5.1%	Shares	Sole	2026-05-15
2025-12-31	$432,636	3,138	-13.4%	Shares	Sole	2026-02-17
2025-09-30	$464,485	3,622	0.0%	Shares	Sole	2025-11-24
2025-06-30	$438,298	3,622	+0.7%	Shares	Sole	2025-08-05
2025-03-31	$401,105	3,598	0.0%	Shares	Sole	2025-05-01
2024-12-31	$350,121	3,598	+1.6%	Shares	Sole	2025-02-05
2024-09-30	$407,400	3,542	-7.8%	Shares	Sole	2024-10-24
2024-06-30	$409,019	3,842	0.0%	Shares	Sole	2024-07-12
2024-03-31	$371,636	3,842	-8.4%	Shares	Sole	2024-05-07
2023-12-31	$423,468	4,194	+1.0%	Shares	Sole	2024-02-06
2023-09-30	$422,820	4,151	+0.5%	Shares	Sole	2023-11-07
2023-06-30	$416,758	4,130	+1.4%	Shares	Sole	2023-08-14
2023-03-31	$374,808	4,074	-0.6%	Shares	Sole	2023-05-15
2022-12-31	$371,770	4,098	-4.7%	Shares	Sole	2023-02-13
2022-09-30	$326,690	4,298	+1.3%	Shares	Sole	2022-11-14
2022-06-30	$358,745	4,244	0.0%	Shares	Sole	2022-08-26
2022-03-31	$372,411	4,244	+11.7%	Shares	Sole	2022-05-13
2021-12-31	$332,211	3,798	+4.1%	Shares	Sole	2022-02-11
2021-09-30	$298,333	3,648	+1.1%	Shares	Sole	2021-10-29
2021-06-30	$329,193	3,608	+3.6%	Shares	Sole	2021-08-13
2021-03-31	$297,726	3,483	-1.9%	Shares	Sole	2021-05-11
2020-12-31	$335,132	3,549	-3.8%	Shares	Sole	2021-02-12
2020-09-30	$320,882	3,690	+3.4%	Shares	Sole	2020-11-05
2020-06-30	$311,803	3,570	0.0%	Shares	Sole	2020-08-13
2020-03-31	$294,346	3,570	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.