Hurlow Wealth Management Group, Inc.

Position in NVS — Novartis AG

CIK 1747749 BLOOMINGTON, IN

Position in NVS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$271,909

+$6,888 QoQ

Shares Held

1,735

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,179

of 1,603 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Hurlow Wealth Management Group, Inc. holds $7,275,841 across 4 Drug Manufacturers - General names. NVS ranks #4 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	3,375	$4,048,076
2	JNJ	Johnson & Johnson	7,600	$1,930,172
3	ABBV	AbbVie Inc.	4,076	$1,025,684
4	NVS	Novartis AG This page	1,735	$271,909

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$271,909	1,735	0.0%	Shares	Sole	2026-08-05
2026-03-31	$265,021	1,735	0.0%	Shares	Sole	2026-04-22
2025-12-31	$239,204	1,735	-11.6%	Shares	Sole	2026-02-17
2025-09-30	$251,735	1,963	-33.9%	Shares	Sole	2025-11-05
2025-06-30	$359,278	2,969	0.0%	Shares	Sole	2025-07-10
2025-03-31	$330,984	2,969	0.0%	Shares	Sole	2025-05-08
2024-12-31	$288,913	2,969	0.0%	Shares	Sole	2025-02-13
2024-09-30	$341,494	2,969	0.0%	Shares	Sole	2024-10-07
2024-06-30	$316,079	2,969	-0.3%	Shares	Sole	2024-07-12
2024-03-31	$288,158	2,979	+0.3%	Shares	Sole	2024-04-16
2023-12-31	$299,779	2,969	0.0%	Shares	Sole	2024-01-09
2023-09-30	$302,422	2,969	0.0%	Shares	Sole	2023-10-11
2023-06-30	$299,601	2,969	0.0%	Shares	Sole	2023-07-12
2023-03-31	$273,148	2,969	0.0%	Shares	Sole	2023-04-11
2022-12-31	$269,347	2,969	0.0%	Shares	Sole	2023-01-19
2022-09-30	$225,673	2,969	-1.8%	Shares	Sole	2022-10-13
2022-06-30	$255,618	3,024	0.0%	Shares	Sole	2022-07-11
2022-03-31	$265,356	3,024	-9.1%	Shares	Sole	2022-04-13
2021-12-31	$290,925	3,326	-19.1%	Shares	Sole	2022-02-02
2021-09-30	$336,115	4,110	+35.9%	Shares	Sole	2021-10-08
2021-06-30	$275,909	3,024	-1.3%	Shares	Sole	2021-07-22
2021-03-31	$261,910	3,064	+1.3%	Shares	Sole	2021-04-20
2020-12-31	$285,556	3,024	0.0%	Shares	Sole	2021-01-19
2020-09-30	$262,967	3,024	-1.9%	Shares	Sole	2020-10-27
2020-06-30	$269,181	3,082	-3.4%	Shares	Sole	2020-07-15
2020-03-31	$262,933	3,189	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.