Live Oak Private Wealth LLC

Position in NVS — Novartis AG

CIK 1799877 WILMINGTON, NC

Position in NVS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$11,350,602

-$157,277 QoQ

Shares Held

72,426

-3.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.78%

of 13F equity value

Holder Rank

#161

of 1,603 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Live Oak Private Wealth LLC holds $31,528,081 across 7 Drug Manufacturers - General names. NVS ranks #1 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVS	Novartis AG This page	72,426	$11,350,602
2	MRK	Merck & Co., Inc.	77,794	$9,996,529
3	ABBV	AbbVie Inc.	17,541	$4,414,017
4	LLY	ELI LILLY & Co	1,875	$2,248,931
5	JNJ	Johnson & Johnson	7,139	$1,813,091
6	AMGN	Amgen Inc	3,612	$1,307,977
7	PFE	Pfizer Inc	16,484	$396,934

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,350,602	72,426	-3.9%	Shares	Sole	2026-07-20
2026-03-31	$11,507,879	75,338	-1.6%	Shares	Sole	2026-04-20
2025-12-31	$10,559,739	76,592	-0.6%	Shares	Sole	2026-01-23
2025-09-30	$9,884,739	77,080	+0.6%	Shares	Sole	2025-10-17
2025-06-30	$9,271,181	76,615	-0.1%	Shares	Sole	2025-08-04
2025-03-31	$8,548,732	76,684	+1.6%	Shares	Sole	2025-04-22
2024-12-31	$7,344,666	75,477	-0.9%	Shares	Sole	2025-01-28
2024-09-30	$8,761,418	76,173	-4.0%	Shares	Sole	2024-10-22
2024-06-30	$8,444,726	79,323	-1.3%	Shares	Sole	2024-07-17
2024-03-31	$7,776,608	80,395	-0.4%	Shares	Sole	2024-04-23
2023-12-31	$8,150,601	80,723	-0.6%	Shares	Sole	2024-01-29
2023-09-30	$8,276,226	81,251	+0.2%	Shares	Sole	2023-10-23
2023-06-30	$8,185,920	81,121	-0.4%	Shares	Sole	2023-08-07
2023-03-31	$7,496,712	81,486	+8.0%	Shares	Sole	2023-05-08
2022-12-31	$6,847,545	75,480	+1.2%	Shares	Sole	2023-02-10
2022-09-30	$5,668,749	74,579	+1.2%	Shares	Sole	2022-10-25
2022-06-30	$6,228,170	73,680	+2.4%	Shares	Sole	2022-07-27
2022-03-31	$6,313,261	71,946	+3.7%	Shares	Sole	2022-04-21
2021-12-31	$6,066,744	69,358	+4.2%	Shares	Sole	2022-02-08
2021-09-30	$5,443,767	66,566	+8.4%	Shares	Sole	2021-10-29
2021-06-30	$5,604,417	61,425	+6.2%	Shares	Sole	2021-08-02
2021-03-31	$4,945,958	57,861	+10.5%	Shares	Sole	2021-05-11
2020-12-31	$4,942,749	52,343	+8.9%	Shares	Sole	2021-01-26
2020-09-30	$4,180,080	48,069	-0.5%	Shares	Sole	2020-11-09
2020-06-30	$4,218,696	48,302	+1574.8%	Shares	Sole	2020-08-03
2020-03-31	$237,785	2,884	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.