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Steward Partners Investment Advisory, LLC

Position in NVS — Novartis AG

CIK 1723397 STAMFORD, CT

Position in NVS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$6,961,188
+$20,534 QoQ
Shares Held
44,418
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#218
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $502,917,200 across 18 Drug Manufacturers - General names. NVS ranks #9 (1.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NVS

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,961,188 44,418
2026-03-31 $6,940,654 45,438
2025-12-31 $7,480,964 54,261
2025-09-30 $6,729,265 52,474
2025-06-30 $5,711,550 47,199
2025-03-31 $4,858,855 43,585
2024-12-31 $4,313,168 44,324
2024-09-30 $5,427,218 47,185
2024-06-30 $4,862,560 45,675
2024-03-31 $4,313,577 44,594
2023-12-31 $3,771,633 37,354
2023-09-30 $3,583,944 35,185
2023-06-30 $3,427,307 33,964
2023-03-31 $2,515,648 27,344
2022-12-31 $2,350,192 25,906
2022-09-30 $1,989,789 26,178
2022-06-30 $2,288,565 27,074
2022-03-31 $2,383,114 27,158
2021-12-31 $1,962,914 22,441
2021-09-30 $1,944,646 23,779
2021-06-30 $4,004,067 43,885
2021-03-31 $2,535,935 29,667
2020-12-31 $2,233,552 23,653
2020-09-30 $2,085,213 23,979
2020-06-30 $1,888,814 21,626
2020-03-31 $1,623,605 19,692