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Jackson, Grant Investment Advisers, Inc.

Position in NVS — Novartis AG

CIK 1650300 STAMFORD, CT

Position in NVS

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$8,776
+$222 QoQ
Shares Held
56
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,544
of 1,603 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Jackson, Grant Investment Advisers, Inc. holds $16,628,871 across 11 Drug Manufacturers - General names. NVS ranks #11 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NVS

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,776 56
2026-03-31 $8,554 56
2025-12-31 $7,720 56
2025-09-30 $7,181 56
2025-06-30 $6,776 56
2025-03-31 $6,242 56
2024-12-31 $5,449 56
2024-09-30 $6,441 56
2024-06-30 $5,961 56
2024-03-31 $5,416 56
2023-12-31 $5,654 56
2023-09-30 $5,704 56
2023-06-30 $5,650 56
2023-03-31 $5,152 56