Robertson Stephens Wealth Management, LLC
Position in NVS — Novartis AG
CIK 1767307
San Francisco, CA
Position in NVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$464,204
+$7,787 QoQ
Shares Held
2,962
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#922
of 1,603 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $81,626,025 across 10 Drug Manufacturers - General names. NVS ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
14,384 | $17,252,602 | |
| 2 | ABBV |
AbbVie Inc.
|
63,757 | $16,043,811 | |
| 3 | MRK |
Merck & Co., Inc.
|
89,372 | $11,484,302 | |
| 4 | AMGN |
Amgen Inc
|
24,525 | $8,880,993 | |
| 5 | GSK |
GSK plc
|
163,317 | $8,561,077 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
52,607 | $6,646,368 | |
| 7 | JNJ |
Johnson & Johnson
|
24,885 | $6,320,043 | |
| 8 | PFE |
Pfizer Inc
|
148,619 | $3,578,745 |
All Filings in NVS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,204 | 2,962 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $456,417 | 2,988 | Shares | Sole | 2026-04-28 | |
| 2025-03-31 | $349,378 | 3,134 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $343,115 | 3,526 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $381,406 | 3,316 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $367,925 | 3,456 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $329,752 | 3,409 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $361,371 | 3,579 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $364,556 | 3,579 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $361,156 | 3,579 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $329,268 | 3,579 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $336,480 | 3,709 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $281,921 | 3,709 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $328,145 | 3,882 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $367,409 | 4,187 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $388,191 | 4,438 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $372,344 | 4,553 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $435,671 | 4,775 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $387,737 | 4,536 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||