Intellectus Partners, LLC

Position in NVS — Novartis AG

CIK 1677253 SAN FRANCISCO, CA

Position in NVS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$307,484

-$135,338 QoQ

Shares Held

1,962

-32.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,118

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

Intellectus Partners, LLC holds $12,763,770 across 10 Drug Manufacturers - General names. NVS ranks #10 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	11,595	$2,917,765
2	LLY	ELI LILLY & Co	1,918	$2,300,506
3	NVO	Novo Nordisk A S	33,631	$1,612,270
4	MRK	Merck & Co., Inc.	9,435	$1,212,397
5	PFE	Pfizer Inc	48,637	$1,171,178
6	GILD	Gilead Sciences, Inc.	8,947	$1,130,363
7	BMY	Bristol Myers Squibb Co	17,002	$979,655
8	JNJ	Johnson & Johnson	2,801	$711,369

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$307,484	1,962	-32.3%	Shares	Sole	2026-08-12
2026-03-31	$442,822	2,899	-24.9%	Shares	Sole	2026-04-10
2025-12-31	$532,040	3,859	-15.0%	Shares	Sole	2026-02-10
2025-09-30	$581,953	4,538	0.0%	Shares	Sole	2025-11-12
2025-06-30	$549,143	4,538	0.0%	Shares	Sole	2025-08-05
2025-03-31	$505,896	4,538	+9.1%	Shares	Sole	2025-04-11
2024-12-31	$404,906	4,161	-2.3%	Shares	Sole	2025-02-07
2024-09-30	$490,100	4,261	-1.9%	Shares	Sole	2024-11-06
2024-06-30	$462,249	4,342	-8.1%	Shares	Sole	2024-07-18
2024-03-31	$457,145	4,726	0.0%	Shares	Sole	2024-05-03
2023-12-31	$477,184	4,726	0.0%	Shares	Sole	2024-02-05
2023-09-30	$481,390	4,726	0.0%	Shares	Sole	2023-10-25
2023-06-30	$476,900	4,726	-26.1%	Shares	Sole	2023-07-31
2023-03-31	$587,972	6,391	-2.4%	Shares	Sole	2023-05-04
2022-12-31	$594,034	6,548	+15.5%	Shares	Sole	2023-02-02
2022-09-30	$430,900	5,669	0.0%	Shares	Sole	2022-11-14
2022-06-30	$479,200	5,669	-5.9%	Shares	Sole	2022-08-12
2022-03-31	$528,430	6,022	+0.3%	Shares	Sole	2022-05-16
2021-12-31	$524,994	6,002	-1.2%	Shares	Sole	2022-02-14
2021-09-30	$496,568	6,072	-0.0%	Shares	Sole	2021-11-16
2021-06-30	$554,100	6,073	-0.1%	Shares	Sole	2021-08-13
2021-03-31	$519,718	6,080	-0.8%	Shares	Sole	2021-05-17
2020-12-31	$578,950	6,131	-1.8%	Shares	Sole	2021-02-18
2020-09-30	$542,891	6,243	-8.1%	Shares	Sole	2020-11-16
2020-06-30	$593,125	6,791	0.0%	Shares	Sole	2020-08-14
2020-03-31	$559,917	6,791	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.