Delaney Dennis R

Position in NVS — Novartis AG

CIK 1661536 BOSTON, MA

Position in NVS

as of Jun 30, 2026 · filed Aug 21, 2026 Compact

Position Value

$403,554

+$10,223 QoQ

Shares Held

2,575

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#990

of 1,603 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 30% Shared 70% None 0%

Healthcare · as of Jun 30, 2026

Delaney Dennis R holds $23,462,513 across 5 Drug Manufacturers - General names. NVS ranks #5 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	43,754	$11,112,199
2	LLY	ELI LILLY & Co	6,252	$7,498,835
3	ABBV	AbbVie Inc.	15,342	$3,860,660
4	NVO	Novo Nordisk A S	12,250	$587,265
5	NVS	Novartis AG This page	2,575	$403,554

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$403,554	2,575	0.0%	Shares	Sole	2026-08-21
2026-03-31	$393,331	2,575	+49.3%	Shares	Sole	2026-05-14
2025-06-30	$208,741	1,725	-69.7%	Shares	Sole	2025-07-25
2024-09-30	$654,463	5,690	-57.8%	Shares	Sole	2024-11-12
2024-06-30	$1,434,867	13,478	-43.3%	Shares	Sole	2024-08-12
2024-03-31	$2,299,754	23,775	-22.9%	Shares	Sole	2024-05-06
2023-12-31	$3,115,426	30,855	-24.4%	Shares	Sole	2024-02-14
2023-09-30	$4,156,701	40,808	-6.8%	Shares	Sole	2023-11-14
2023-06-30	$4,416,122	43,763	+34.0%	Shares	Sole	2023-08-14
2023-03-31	$3,005,732	32,671	+0.7%	Shares	Sole	2023-05-10
2022-12-31	$2,943,953	32,451	-0.8%	Shares	Sole	2023-02-09
2022-09-30	$2,485,601	32,701	+34.0%	Shares	Sole	2022-11-08
2020-06-30	$2,132,143	24,412	+0.2%	Shares	Sole	2020-07-28
2020-03-31	$2,008,644	24,362	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.