Narus Financial Partners, LLC

Position in NVS — Novartis AG

CIK 1698091 SALT LAKE CITY, UT

Position in NVS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$296,044

+$15,137 QoQ

Shares Held

1,889

+2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,142

of 1,603 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Narus Financial Partners, LLC holds $2,295,659 across 6 Drug Manufacturers - General names. NVS ranks #4 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	2,388	$600,916
2	LLY	ELI LILLY & Co	437	$524,150
3	BMY	Bristol Myers Squibb Co	6,636	$382,366
4	NVS	Novartis AG This page	1,889	$296,044
5	JNJ	Johnson & Johnson	1,024	$260,065
6	AMGN	Amgen Inc	641	$232,118

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,044	1,889	+2.7%	Shares	Sole	2026-07-31
2026-03-31	$280,907	1,839	-16.0%	Shares	Sole	2026-04-21
2025-12-31	$301,797	2,189	0.0%	Shares	Sole	2026-02-09
2025-09-30	$280,717	2,189	+21.1%	Shares	Sole	2026-02-09
2025-06-30	$218,786	1,808	-12.4%	Shares	Sole	2025-07-14
2025-03-31	$230,094	2,064	-11.4%	Shares	Sole	2025-04-30
2024-12-31	$226,634	2,329	+1.4%	Shares	Sole	2025-01-23
2024-09-30	$264,085	2,296	—	Shares	Sole	2024-10-18
No filing history on record for this holder in this stock.