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Vanguard Capital Wealth Advisors

Position in NVS — Novartis AG

CIK 1730578 DENVER, CO

Position in NVS

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$321,276
+$8,139 QoQ
Shares Held
2,050
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,094
of 1,603 holders
Holding Since
Jun 2020
21 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

Vanguard Capital Wealth Advisors holds $3,241,473 across 6 Drug Manufacturers - General names. NVS ranks #4 (9.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 NVS
Novartis AG
This page
2,050 $321,276

All Filings in NVS

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $321,276 2,050
2026-03-31 $313,137 2,050
2025-12-31 $296,420 2,150
2025-09-30 $275,716 2,150
2025-06-30 $261,018 2,157
2025-03-31 $240,462 2,157
2024-12-31 $209,897 2,157
2024-09-30 $248,098 2,157
2024-06-30 $229,634 2,157
2024-03-31 $208,646 2,157
2023-12-31 $237,986 2,357
2023-09-30 $240,084 2,357
2023-03-31 $216,844 2,357
2022-12-31 $213,827 2,357
2022-03-31 $226,131 2,577
2021-12-31 $225,410 2,577
2021-09-30 $210,747 2,577
2021-06-30 $237,862 2,607
2021-03-31 $222,846 2,607
2020-12-31 $246,179 2,607
2020-06-30 $236,429 2,707