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CX Institutional

Position in NVS — Novartis AG

CIK 1737089 AUBURN, IN

Position in NVS

as of Jun 30, 2026 · filed Jul 2, 2026
Position Value
$132,271
-$509,737 QoQ
Shares Held
844
-79.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,350
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

CX Institutional holds $115,444,232 across 15 Drug Manufacturers - General names. NVS ranks #10 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NVS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $132,271 844
2026-03-31 $642,008 4,203
2025-12-31 $663,430 4,812
2025-09-30 $1,320,359 10,296
2025-06-30 $1,254,268 10,365
2025-03-31 $1,155,490 10,365
2024-12-31 $1,025,550 10,539
2024-09-30 $1,228,298 10,679
2024-06-30 $1,094,195 10,278
2024-03-31 $986,839 10,202
2023-12-31 $1,035,447 10,255
2023-09-30 $1,044,574 10,255
2023-06-30 $1,034,832 10,255
2023-03-31 $952,016 10,348
2022-12-31 $925,525 10,202
2022-09-30 $775,454 10,202
2022-06-30 $862,375 10,202
2022-03-31 $895,225 10,202
2021-12-31 $772,097 8,827
2021-09-30 $834,319 10,202
2021-06-30 $930,830 10,202
2021-03-31 $872,066 10,202
2020-12-31 $963,374 10,202
2020-09-30 $888,296 10,215
2020-06-30 $894,885 10,246
2020-03-31 $831,096 10,080