Ellevest, Inc.

Position in NVS — Novartis AG

CIK 1644128 NEW YORK, NY

Position in NVS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,958,216

+$138,658 QoQ

Shares Held

12,495

+4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#438

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

Ellevest, Inc. holds $19,452,346 across 14 Drug Manufacturers - General names. NVS ranks #4 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	3,180	$3,814,187
2	MRK	Merck & Co., Inc.	23,926	$3,074,491
3	JNJ	Johnson & Johnson	50,449	$2,009,847
4	NVS	Novartis AG This page	12,495	$1,958,216
5	AZN	Astrazeneca PLC	6,725	$1,275,194
6	PFE	Pfizer Inc	45,568	$1,097,277
7	AMGN	Amgen Inc	2,956	$1,070,426
8	GILD	Gilead Sciences, Inc.	8,309	$1,049,759

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,958,216	12,495	+4.9%	Shares	Sole	2026-08-10
2026-03-31	$1,819,558	11,912	+20.1%	Shares	Sole	2026-05-11
2025-12-31	$1,367,256	9,917	-1.1%	Shares	Sole	2026-02-10
2025-09-30	$1,286,503	10,032	-4.9%	Shares	Sole	2025-11-14
2025-06-30	$1,276,050	10,545	-5.3%	Shares	Sole	2025-08-05
2025-03-31	$1,241,552	11,137	-30.3%	Shares	Sole	2025-05-14
2024-12-31	$1,554,040	15,970	-12.7%	Shares	Sole	2025-02-14
2024-09-30	$2,104,405	18,296	+0.5%	Shares	Sole	2024-11-13
2024-06-30	$1,937,784	18,202	+12.0%	Shares	Sole	2024-08-14
2024-03-31	$1,571,862	16,250	+7.8%	Shares	Sole	2024-05-13
2023-12-31	$1,521,920	15,073	+3.0%	Shares	Sole	2024-02-06
2023-09-30	$1,490,008	14,628	+14.8%	Shares	Sole	2023-11-09
2023-06-30	$1,285,795	12,742	+11.5%	Shares	Sole	2023-08-09
2023-03-31	$1,051,560	11,430	+10.7%	Shares	Sole	2023-05-04
2022-12-31	$936,684	10,325	+73.3%	Shares	Sole	2023-02-03
2022-09-30	$452,867	5,958	-44.9%	Shares	Sole	2022-11-02
2022-06-30	$913,262	10,804	+21.0%	Shares	Sole	2022-07-18
2022-03-31	$783,607	8,930	+22.0%	Shares	Sole	2022-04-19
2021-12-31	$640,280	7,320	-3.2%	Shares	Sole	2022-01-24
2021-09-30	$618,256	7,560	+28.6%	Shares	Sole	2021-10-19
2021-06-30	$536,491	5,880	+17.2%	Shares	Sole	2021-07-13
2021-03-31	$429,024	5,019	+21.8%	Shares	Sole	2021-05-03
2020-12-31	$389,240	4,122	+41.9%	Shares	Sole	2021-02-04
2020-09-30	$252,531	2,904	+1.4%	Shares	Sole	2020-10-26
2020-06-30	$250,229	2,865	+68.8%	Shares	Sole	2020-07-06
2020-03-31	$139,917	1,697	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.