Cascade Investment Advisors, Inc.

Position in NVS — Novartis AG

CIK 1681490 Oregon City, OR

Position in NVS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,143,803

+$10,901 QoQ

Shares Held

20,060

-2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.86%

of 13F equity value

Holder Rank

#339

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

Cascade Investment Advisors, Inc. holds $9,129,364 across 5 Drug Manufacturers - General names. NVS ranks #1 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVS	Novartis AG This page	20,060	$3,143,803
2	JNJ	Johnson & Johnson	9,319	$2,366,746
3	SNY	Sanofi	38,343	$1,635,712
4	PFE	Pfizer Inc	67,874	$1,634,405
5	GILD	Gilead Sciences, Inc.	2,760	$348,698

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,143,803	20,060	-2.2%	Shares	Sole	2026-07-15
2026-03-31	$3,132,902	20,510	-2.6%	Shares	Sole	2026-04-13
2025-12-31	$2,902,852	21,055	-0.7%	Shares	Sole	2026-01-14
2025-09-30	$2,719,329	21,205	-2.5%	Shares	Sole	2025-10-09
2025-06-30	$2,632,572	21,755	-2.2%	Shares	Sole	2025-07-25
2025-03-31	$2,478,757	22,235	-1.6%	Shares	Sole	2025-04-08
2024-12-31	$2,198,719	22,595	+1.3%	Shares	Sole	2025-01-22
2024-09-30	$2,566,096	22,310	-1.3%	Shares	Sole	2024-10-02
2024-06-30	$2,407,060	22,610	+0.1%	Shares	Sole	2024-07-08
2024-03-31	$2,185,130	22,590	+1.5%	Shares	Sole	2024-04-25
2023-12-31	$2,246,582	22,250	-0.1%	Shares	Sole	2024-01-11
2023-09-30	$2,269,440	22,280	-0.9%	Shares	Sole	2023-10-30
2023-06-30	$2,267,649	22,472	-2.9%	Shares	Sole	2023-07-21
2023-03-31	$2,129,800	23,150	+0.1%	Shares	Sole	2023-05-10
2022-12-31	$2,097,900	23,125	-0.3%	Shares	Sole	2023-01-26
2022-09-30	$1,763,051	23,195	+1.2%	Shares	Sole	2022-11-15
2022-06-30	$1,937,850	22,925	-1.3%	Shares	Sole	2022-08-11
2022-03-31	$2,037,291	23,217	-1.0%	Shares	Sole	2022-04-11
2021-12-31	$2,050,296	23,440	+4.3%	Shares	Sole	2022-02-10
2021-09-30	$1,837,596	22,470	+4.2%	Shares	Sole	2021-10-21
2021-06-30	$1,968,046	21,570	-0.3%	Shares	Sole	2021-08-04
2021-03-31	$1,849,787	21,640	+1.9%	Shares	Sole	2021-04-23
2020-12-31	$2,005,693	21,240	+1.6%	Shares	Sole	2021-01-21
2020-09-30	$1,817,898	20,905	+0.4%	Shares	Sole	2020-10-14
2020-06-30	$1,818,418	20,820	-0.2%	Shares	Sole	2020-07-15
2020-03-31	$1,720,731	20,870	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.