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Fulcrum Equity Management

Position in NVS — Novartis AG

CIK 1737888 PLANO, TX

Position in NVS

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$282,879
+$7,166 QoQ
Shares Held
1,805
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,166
of 1,603 holders
Holding Since
Jun 2025
5 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

Fulcrum Equity Management holds $1,608,456 across 3 Drug Manufacturers - General names. NVS ranks #3 (17.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 NVS
Novartis AG
This page
1,805 $282,879

All Filings in NVS

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $282,879 1,805
2026-03-31 $275,713 1,805
2025-12-31 $248,855 1,805
2025-09-30 $224,291 1,749
2025-06-30 $211,646 1,749