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MONECO ADVISORS, LLC

Position in NVS — Novartis AG

CIK 1765690 FAIRFIELD, CT

Position in NVS

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$409,509
+$17,095 QoQ
Shares Held
2,613
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#981
of 1,603 holders
Holding Since
Jun 2023
11 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

MONECO ADVISORS, LLC holds $43,364,399 across 12 Drug Manufacturers - General names. NVS ranks #11 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NVS

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $409,509 2,613
2026-03-31 $392,414 2,569
2025-12-31 $360,392 2,614
2025-09-30 $335,219 2,614
2025-06-30 $318,861 2,635
2025-03-31 $290,182 2,603
2024-09-30 $212,441 1,847
2024-06-30 $216,859 2,037
2023-12-31 $211,532 2,095
2023-09-30 $217,878 2,139
2023-06-30 $215,644 2,137