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BLUE SQUARE ASSET MANAGEMENT, LLC

Position in NVS — Novartis AG

CIK 1769578 NEW YORK, NY

Position in NVS

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$3,774,131
+$88,579 QoQ
Shares Held
24,082
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.57%
of 13F equity value
Holder Rank
#313
of 1,603 holders
Holding Since
Jun 2020
15 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

BLUE SQUARE ASSET MANAGEMENT, LLC holds $10,260,035 across 5 Drug Manufacturers - General names. NVS ranks #2 (36.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 NVS
Novartis AG
This page
24,082 $3,774,131

All Filings in NVS

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,774,131 24,082
2026-03-31 $3,685,552 24,128
2025-12-31 $3,283,098 23,813
2025-09-30 $3,108,537 24,240
2025-06-30 $2,938,485 24,283
2025-03-31 $2,362,707 21,194
2024-12-31 $2,095,765 21,537
2024-09-30 $2,428,072 21,110
2024-06-30 $2,202,018 20,684
2024-03-31 $1,832,066 18,940
2023-12-31 $1,075,835 10,655
2023-09-30 $858,577 8,429
2023-06-30 $977,918 9,691
2023-03-31 $718,796 7,813
2020-06-30 $61,574 705