Keudell/Morrison Wealth Management

Position in NVS — Novartis AG

CIK 1785498 Salem, OR

Position in NVS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$322,529

+$8,170 QoQ

Shares Held

2,058

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,090

of 1,603 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $22,085,611 across 13 Drug Manufacturers - General names. NVS ranks #13 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	4,989	$5,983,956
2	ABBV	AbbVie Inc.	20,064	$5,048,904
3	JNJ	Johnson & Johnson	7,437	$1,888,774
4	GILD	Gilead Sciences, Inc.	14,835	$1,874,253
5	AMGN	Amgen Inc	4,952	$1,793,218
6	MRK	Merck & Co., Inc.	13,268	$1,704,938
7	BMY	Bristol Myers Squibb Co	19,945	$1,149,230
8	SNY	Sanofi	14,344	$611,915

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$322,529	2,058	0.0%	Shares	Sole	2026-07-15
2026-03-31	$314,359	2,058	+2.5%	Shares	Sole	2026-04-20
2025-12-31	$276,842	2,008	-29.0%	Shares	Sole	2026-02-06
2025-06-30	$342,216	2,828	0.0%	Shares	Sole	2025-07-22
2025-03-31	$315,265	2,828	+3.8%	Shares	Sole	2025-04-23
2024-12-31	$265,072	2,724	+0.3%	Shares	Sole	2025-01-23
2024-09-30	$312,509	2,717	-2.7%	Shares	Sole	2024-10-31
2024-06-30	$297,129	2,791	-4.3%	Shares	Sole	2024-07-16
2024-03-31	$282,161	2,917	-7.6%	Shares	Sole	2024-05-07
2023-12-31	$318,863	3,158	+0.5%	Shares	Sole	2024-02-14
2023-09-30	$320,044	3,142	-1.2%	Shares	Sole	2023-10-18
2023-06-30	$320,994	3,181	-3.0%	Shares	Sole	2023-07-20
2023-03-31	$301,668	3,279	0.0%	Shares	Sole	2023-04-18
2022-12-31	$297,470	3,279	-2.7%	Shares	Sole	2023-01-20
2022-09-30	$256,077	3,369	+5.1%	Shares	Sole	2022-10-12
2022-06-30	$271,003	3,206	-22.1%	Shares	Sole	2022-07-18
2022-03-31	$361,354	4,118	+8.6%	Shares	Sole	2022-04-18
2021-12-31	$331,598	3,791	-4.0%	Shares	Sole	2022-02-08
2021-09-30	$322,785	3,947	+7.3%	Shares	Sole	2021-12-08
2021-06-30	$335,671	3,679	+5.1%	Shares	Sole	2021-07-13
2021-03-31	$299,180	3,500	+1.2%	Shares	Sole	2021-04-13
2020-12-31	$326,444	3,457	-1.6%	Shares	Sole	2021-02-12
2020-09-30	$305,577	3,514	-8.1%	Shares	Sole	2020-10-20
2020-06-30	$333,900	3,823	+20.2%	Shares	Sole	2020-07-14
2020-03-31	$262,191	3,180	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.