Perennial Advisors, LLC

Position in NVS — Novartis AG

CIK 1697360 NEW YORK, NY

Position in NVS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$3,087,697

-$3,157,945 QoQ

Shares Held

19,702

-51.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#344

of 1,603 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 65% Shared 0% None 35%

Healthcare · as of Jun 30, 2026

Perennial Advisors, LLC holds $22,448,964 across 5 Drug Manufacturers - General names. NVS ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	48,537	$12,326,941
2	AMGN	Amgen Inc	17,507	$6,339,634
3	NVS	Novartis AG This page	19,702	$3,087,697
4	MRK	Merck & Co., Inc.	3,724	$478,534
5	ABBV	AbbVie Inc.	859	$216,158

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,087,697	19,702	-51.8%	Shares	Sole	2026-07-13
2026-03-31	$6,245,642	40,888	-3.4%	Shares	Sole	2026-04-13
2025-12-31	$5,837,967	42,344	+1.0%	Shares	Sole	2026-01-12
2025-09-30	$5,378,000	41,937	-0.0%	Shares	Sole	2025-10-14
2025-06-30	$5,075,764	41,945	-0.2%	Shares	Sole	2025-07-15
2025-03-31	$4,683,943	42,016	+2.1%	Shares	Sole	2025-04-14
2024-12-31	$4,006,350	41,171	+9.1%	Shares	Sole	2025-02-21
2024-06-30	$4,018,119	37,743	+5.8%	Shares	Sole	2024-07-23
2024-03-31	$3,450,746	35,674	-0.3%	Shares	Sole	2024-04-10
2023-12-31	$3,613,716	35,790	+2.0%	Shares	Sole	2024-01-25
2023-09-30	$3,573,146	35,079	+1.4%	Shares	Sole	2023-10-17
2023-06-30	$3,492,293	34,608	-2.1%	Shares	Sole	2023-08-01
2023-03-31	$3,252,016	35,348	+0.9%	Shares	Sole	2023-05-12
2022-12-31	$3,178,647	35,038	-1.4%	Shares	Sole	2023-01-31
2022-09-30	$2,700,255	35,525	+6.1%	Shares	Sole	2022-11-09
2022-06-30	$2,830,909	33,490	+4.3%	Shares	Sole	2022-08-09
2022-03-31	$2,818,354	32,118	-0.2%	Shares	Sole	2022-04-27
2021-12-31	$2,814,872	32,181	-6.0%	Shares	Sole	2022-02-08
2021-09-30	$2,800,147	34,240	+7.5%	Shares	Sole	2021-11-08
2021-06-30	$2,905,355	31,843	+4.2%	Shares	Sole	2021-08-13
2021-03-31	$2,612,696	30,565	+3.2%	Shares	Sole	2021-05-17
2020-12-31	$2,795,977	29,609	+2.6%	Shares	Sole	2021-02-12
2020-09-30	$2,509,752	28,861	+7.2%	Shares	Sole	2020-11-16
2020-06-30	$2,352,415	26,934	+21.1%	Shares	Sole	2020-08-14
2020-03-31	$1,834,017	22,244	—	Shares	Sole	2020-05-19
No filing history on record for this holder in this stock.