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World Investment Advisors

Position in NVS — Novartis AG

CIK 1652594 SANTA BARBARA, CA

Position in NVS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$6,961,972
+$207,520 QoQ
Shares Held
44,423
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#217
of 1,602 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

World Investment Advisors holds $141,718,806 across 14 Drug Manufacturers - General names. NVS ranks #7 (4.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 NVS
Novartis AG
This page
44,423 $6,961,972

All Filings in NVS

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,961,972 44,423
2026-03-31 $6,754,452 44,219
2025-09-30 $5,706,038 44,495
2025-06-30 $5,174,023 42,757
2025-03-31 $4,623,186 41,471
2024-12-31 $3,593,560 36,929