Verdence Capital Advisors LLC

Position in NVS — Novartis AG

CIK 1719305 HUNT VALLEY, MD

Position in NVS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$627,663

+$348,284 QoQ

Shares Held

4,005

+119.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#792

of 1,603 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Healthcare · as of Jun 30, 2026

Verdence Capital Advisors LLC holds $47,881,370 across 14 Drug Manufacturers - General names. NVS ranks #11 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	7,223	$8,663,483
2	JNJ	Johnson & Johnson	31,901	$8,101,896
3	ABBV	AbbVie Inc.	27,419	$6,899,717
4	MRK	Merck & Co., Inc.	49,521	$6,363,448
5	AMGN	Amgen Inc	14,656	$5,307,230
6	PFE	Pfizer Inc	168,925	$4,067,714
7	AZN	Astrazeneca PLC	15,469	$2,933,231
8	SNY	Sanofi	46,110	$1,967,052

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$627,663	4,005	+119.0%	Shares	Sole	2026-07-29
2026-03-31	$279,379	1,829	+4.9%	Shares	Sole	2026-04-30
2025-12-31	$240,307	1,743	+0.8%	Shares	Sole	2026-01-29
2025-09-30	$221,855	1,730	-0.7%	Shares	Sole	2025-10-29
2025-06-30	$210,920	1,743	-83.6%	Shares	Sole	2025-07-25
2022-03-31	$932,694	10,629	+2.6%	Shares	Sole	2022-05-02
2021-12-31	$906,364	10,362	+4.4%	Shares	Sole	2022-01-26
2021-09-30	$811,748	9,926	+2.6%	Shares	Sole	2021-11-12
2021-06-30	$882,655	9,674	+4.6%	Shares	Sole	2021-08-06
2021-03-31	$790,433	9,247	-31.4%	Shares	Sole	2021-05-11
2020-12-31	$1,273,482	13,486	-16.6%	Shares	Sole	2021-02-12
2020-09-30	$1,405,360	16,161	-13.2%	Shares	Sole	2020-11-09
2020-06-30	$1,625,397	18,610	+3.0%	Shares	Sole	2020-08-11
2020-03-31	$1,490,118	18,073	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.