SAGE RHINO CAPITAL LLC

Position in NVS — Novartis AG

CIK 1771605 MENLO PARK, CA

Position in NVS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,245,453

+$77,527 QoQ

Shares Held

7,947

+3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#567

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

SAGE RHINO CAPITAL LLC holds $11,215,095 across 12 Drug Manufacturers - General names. NVS ranks #4 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	2,014	$2,415,652
2	JNJ	Johnson & Johnson	6,868	$1,744,265
3	MRK	Merck & Co., Inc.	10,448	$1,342,568
4	NVS	Novartis AG This page	7,947	$1,245,453
5	AZN	Astrazeneca PLC	5,336	$1,011,812
6	AMGN	Amgen Inc	2,387	$864,380
7	GILD	Gilead Sciences, Inc.	5,127	$647,745
8	ABBV	AbbVie Inc.	2,265	$569,964

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,245,453	7,947	+3.9%	Shares	Sole	2026-08-03
2026-03-31	$1,167,926	7,646	+0.3%	Shares	Sole	2026-04-28
2025-12-31	$1,050,569	7,620	-5.0%	Shares	Sole	2026-01-30
2025-09-30	$1,028,356	8,019	-1.2%	Shares	Sole	2025-10-31
2025-06-30	$982,601	8,120	+1.2%	Shares	Sole	2025-07-17
2025-03-31	$894,181	8,021	+2.2%	Shares	Sole	2025-05-01
2024-12-31	$763,591	7,847	-3.9%	Shares	Sole	2025-02-06
2024-09-30	$939,253	8,166	+4.1%	Shares	Sole	2024-11-01
2024-06-30	$835,391	7,847	+0.5%	Shares	Sole	2024-07-30
2024-03-31	$755,074	7,806	+2.1%	Shares	Sole	2024-04-26
2023-12-31	$771,814	7,644	+0.9%	Shares	Sole	2024-02-05
2023-09-30	$771,487	7,574	+5.3%	Shares	Sole	2023-10-26
2023-06-30	$725,542	7,190	+3.9%	Shares	Sole	2023-07-31
2023-03-31	$636,916	6,923	+1.8%	Shares	Sole	2023-04-21
2022-12-31	$617,168	6,803	+6.2%	Shares	Sole	2023-02-01
2022-09-30	$486,768	6,404	-14.9%	Shares	Sole	2022-10-24
2022-06-30	$636,426	7,529	+11.3%	Shares	Sole	2022-07-28
2022-03-31	$593,541	6,764	+12.5%	Shares	Sole	2022-04-27
2021-12-31	$526,044	6,014	+2.9%	Shares	Sole	2022-02-04
2021-09-30	$477,758	5,842	+0.8%	Shares	Sole	2021-10-18
2021-06-30	$528,644	5,794	+10.8%	Shares	Sole	2021-07-27
2021-03-31	$447,060	5,230	+3.4%	Shares	Sole	2021-05-04
2020-12-31	$477,721	5,059	+0.1%	Shares	Sole	2021-02-03
2020-09-30	$439,582	5,055	-2.1%	Shares	Sole	2020-11-05
2020-06-30	$451,023	5,164	+8.7%	Shares	Sole	2020-07-30
2020-03-31	$391,555	4,749	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.