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Integris Wealth Management, LLC

Position in NVS — Novartis AG

CIK 1750852 Monterey, CA

Position in NVS

as of Mar 31, 2026 · filed Apr 13, 2026
Position Value
$222,862
+$21,710 QoQ
Shares Held
1,459
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 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

Integris Wealth Management, LLC holds $4,132,813 across 3 Drug Manufacturers - General names.

# Ticker Company Shares Value (USD) Open

All Filings in NVS

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $222,862 1,459
2025-12-31 $201,152 1,459