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West Branch Capital LLC

Position in NVS — Novartis AG

CIK 1738723 AMHERST, MA

Position in NVS

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$15,672
+$397 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,505
of 1,603 holders
Holding Since
Jun 2021
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

West Branch Capital LLC holds $28,624,658 across 10 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
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,672 100
2026-03-31 $15,275 100
2025-12-31 $13,787 100
2025-09-30 $12,824 100
2025-06-30 $12,101 100
2025-03-31 $15,607 140
2024-12-31 $13,623 140
2024-09-30 $23,004 200
2024-06-30 $21,292 200
2024-03-31 $19,346 200
2023-12-31 $20,194 200
2023-09-30 $20,372 200
2023-06-30 $20,182 200
2023-03-31 $18,400 200
2022-12-31 $18,144 200
2022-09-30 $15,202 200
2022-06-30 $16,906 200
2022-03-31 $17,550 200
2021-12-31 $13,120 150
2021-09-30 $4,906 60
2021-06-30 $5,474 60