Patriot Financial Group Insurance Agency, LLC

Insurance

Position in NVS — Novartis AG

CIK 1694883 Westborough, MA

Back to NVS Full portfolio

Position in NVS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,728,651

-$3,304,363 QoQ

Shares Held

17,411

-55.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#364

of 1,603 holders

Holding Since

Mar 2020

24 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

Patriot Financial Group Insurance Agency, LLC holds $18,197,116 across 9 Drug Manufacturers - General names. NVS ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	16,950	$4,265,298
2	LLY	ELI LILLY & Co	2,874	$3,447,162
3	NVS	Novartis AG This page	17,411	$2,728,651
4	JNJ	Johnson & Johnson	8,891	$2,258,047
5	AMGN	Amgen Inc	5,594	$2,025,699
6	GSK	GSK plc	29,644	$1,553,938
7	MRK	Merck & Co., Inc.	10,279	$1,320,851
8	PFE	Pfizer Inc	15,207	$366,184

All Filings in NVS

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,728,651	17,411	-55.9%	Shares	Sole	2026-07-16
2026-03-31	$6,033,014	39,496	+111.5%	Shares	Sole	2026-04-22
2025-12-31	$2,575,135	18,678	+10.7%	Shares	Sole	2026-01-26
2025-09-30	$2,164,691	16,880	+8.1%	Shares	Sole	2025-10-08
2025-06-30	$1,889,813	15,617	+22.1%	Shares	Sole	2025-07-21
2025-03-31	$1,425,383	12,786	+5.4%	Shares	Sole	2025-04-14
2024-12-31	$1,180,467	12,131	+12.9%	Shares	Sole	2025-01-22
2024-09-30	$1,235,544	10,742	+13.7%	Shares	Sole	2024-10-24
2024-06-30	$1,005,408	9,444	+13.0%	Shares	Sole	2024-07-26
2024-03-31	$808,662	8,360	+16.8%	Shares	Sole	2024-04-30
2023-12-31	$722,945	7,160	+37.1%	Shares	Sole	2024-01-19
2023-09-30	$532,014	5,223	+32.8%	Shares	Sole	2023-10-19
2023-06-30	$396,778	3,932	+31.7%	Shares	Sole	2023-07-17
2023-03-31	$274,712	2,986	+118.0%	Shares	Sole	2023-04-20
2022-06-30	$115,806	1,370	+0.8%	Shares	Sole	2022-07-29
2022-03-31	$119,252	1,359	-16.6%	Shares	Sole	2022-05-11
2021-12-31	$142,488	1,629	-1.8%	Shares	Sole	2022-01-10
2021-09-30	$135,673	1,659	+1.5%	Shares	Sole	2021-11-24
2021-06-30	$149,086	1,634	-15.0%	Shares	Sole	2021-07-30
2021-03-31	$164,378	1,923	+13.7%	Shares	Sole	2021-04-29
2020-12-31	$159,775	1,692	+87.0%	Shares	Sole	2021-01-15
2020-09-30	$78,698	905	+6.2%	Shares	Sole	2020-10-21
2020-06-30	$74,413	852	-1.4%	Shares	Sole	2020-07-10
2020-03-31	$71,236	864	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.