Gladstone Institutional Advisory LLC

Position in NVS — Novartis AG

CIK 1766530 Bedminster, NJ

Position in NVS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,400,449

+$257,268 QoQ

Shares Held

8,936

+19.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#525

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

Gladstone Institutional Advisory LLC holds $67,973,516 across 11 Drug Manufacturers - General names. NVS ranks #8 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	19,736	$23,671,952
2	JNJ	Johnson & Johnson	52,767	$13,401,234
3	MRK	Merck & Co., Inc.	84,891	$10,908,493
4	ABBV	AbbVie Inc.	33,122	$8,334,820
5	BMY	Bristol Myers Squibb Co	67,905	$3,912,686
6	AMGN	Amgen Inc	6,692	$2,423,307
7	PFE	Pfizer Inc	78,104	$1,880,744
8	NVS	Novartis AG This page	8,936	$1,400,449

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,400,449	8,936	+19.4%	Shares	Sole	2026-07-27
2026-03-31	$1,143,181	7,484	-14.9%	Shares	Sole	2026-05-14
2025-12-31	$1,213,118	8,799	+16.8%	Shares	Sole	2026-02-17
2025-09-30	$966,031	7,533	+6.7%	Shares	Sole	2025-10-22
2025-06-30	$853,967	7,057	-0.1%	Shares	Sole	2025-08-12
2025-03-31	$787,271	7,062	+1.2%	Shares	Sole	2025-05-15
2024-12-31	$678,931	6,977	-2.7%	Shares	Sole	2025-01-29
2024-09-30	$824,348	7,167	-1.4%	Shares	Sole	2024-10-28
2024-06-30	$774,177	7,272	+8.9%	Shares	Sole	2024-08-02
2024-03-31	$645,672	6,675	-15.4%	Shares	Sole	2024-05-14
2023-12-31	$796,653	7,890	-2.6%	Shares	Sole	2024-02-09
2023-09-30	$825,269	8,102	-0.8%	Shares	Sole	2023-11-13
2023-06-30	$824,131	8,167	-0.8%	Shares	Sole	2023-08-10
2023-03-31	$757,252	8,231	+1.5%	Shares	Sole	2023-05-12
2022-12-31	$735,920	8,112	+1.1%	Shares	Sole	2023-02-01
2022-09-30	$609,828	8,023	+0.8%	Shares	Sole	2023-01-30
2022-06-30	$672,520	7,956	-14.0%	Shares	Sole	2023-01-30
2022-03-31	$811,687	9,250	-19.4%	Shares	Sole	2023-01-30
2021-12-31	$1,003,630	11,474	-21.2%	Shares	Sole	2023-01-30
2021-09-30	$1,191,289	14,567	+79.6%	Shares	Sole	2023-01-30
2021-06-30	$739,865	8,109	+84.5%	Shares	Sole	2023-01-30
2021-03-31	$375,770	4,396	+14.3%	Shares	Sole	2023-01-30
2020-12-31	$363,083	3,845	-10.5%	Shares	Sole	2023-01-30
2020-09-30	$373,493	4,295	+5.4%	Shares	Sole	2023-01-30
2020-06-30	$355,997	4,076	-10.0%	Shares	Sole	2020-08-17
2020-03-31	$373,415	4,529	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.