Advisory Resource Group

Position in NVS — Novartis AG

CIK 1764968 Tulsa, OK

Position in NVS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,533,818

-$119,853 QoQ

Shares Held

9,787

-9.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#498

of 1,603 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Advisory Resource Group holds $5,416,660 across 5 Drug Manufacturers - General names. NVS ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,685	$2,021,039
2	NVS	Novartis AG This page	9,787	$1,533,818
3	AZN	Astrazeneca PLC	6,819	$1,293,018
4	ABBV	AbbVie Inc.	1,136	$285,863
5	JNJ	Johnson & Johnson	1,114	$282,922

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,533,818	9,787	-9.6%	Shares	Sole	2026-07-14
2026-03-31	$1,653,671	10,826	-5.5%	Shares	Sole	2026-05-15
2025-12-31	$1,579,438	11,456	+1.0%	Shares	Sole	2026-02-12
2025-09-30	$1,454,498	11,342	+4.8%	Shares	Sole	2025-10-22
2025-06-30	$1,309,570	10,822	+1.4%	Shares	Sole	2025-08-08
2025-03-31	$1,189,714	10,672	-6.5%	Shares	Sole	2025-04-21
2024-12-31	$1,110,112	11,408	-7.8%	Shares	Sole	2025-01-28
2024-09-30	$1,423,027	12,372	-5.1%	Shares	Sole	2024-11-20
2024-06-30	$1,388,344	13,041	+7.8%	Shares	Sole	2024-07-24
2024-03-31	$1,169,755	12,093	+65.7%	Shares	Sole	2024-05-17
2023-12-31	$736,677	7,296	+4.9%	Shares	Sole	2024-01-11
2023-09-30	$708,436	6,955	+3.1%	Shares	Sole	2023-12-05
2023-06-30	$680,436	6,743	-10.9%	Shares	Sole	2023-07-11
2023-03-31	$696,624	7,572	+6.8%	Shares	Sole	2023-05-15
2022-12-31	$643,476	7,093	+97.2%	Shares	Sole	2023-01-27
2022-09-30	$273,407	3,597	-1.2%	Shares	Sole	2022-10-11
2022-06-30	$307,689	3,640	-12.0%	Shares	Sole	2022-07-21
2022-03-31	$362,934	4,136	+5.0%	Shares	Sole	2022-04-06
2021-12-31	$344,544	3,939	+18.4%	Shares	Sole	2022-02-08
2021-09-30	$272,000	3,326	+10.7%	Shares	Sole	2021-10-26
2021-06-30	$274,176	3,005	+3.0%	Shares	Sole	2021-08-19
2021-03-31	$249,345	2,917	+9.9%	Shares	Sole	2021-05-24
2020-12-31	$250,711	2,655	+7.9%	Shares	Sole	2021-02-23
2020-09-30	$214,008	2,461	0.0%	Shares	Sole	2020-12-09
2020-06-30	$214,943	2,461	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.