Great Diamond Partners, LLC

Position in NVS — Novartis AG

CIK 1801112 Portland, ME

Position in NVS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$387,568

+$1,875 QoQ

Shares Held

2,473

-2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,001

of 1,603 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Great Diamond Partners, LLC holds $13,795,982 across 8 Drug Manufacturers - General names. NVS ranks #7 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	3,752	$4,500,261
2	AMGN	Amgen Inc	10,339	$3,743,958
3	JNJ	Johnson & Johnson	6,236	$1,583,756
4	ABBV	AbbVie Inc.	5,368	$1,350,803
5	MRK	Merck & Co., Inc.	9,602	$1,233,857
6	NVO	Novo Nordisk A S	13,715	$657,497
7	NVS	Novartis AG This page	2,473	$387,568
8	AZN	Astrazeneca PLC	1,784	$338,282

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$387,568	2,473	-2.1%	Shares	Sole	2026-07-17
2026-03-31	$385,693	2,525	-1.1%	Shares	Sole	2026-05-12
2025-12-31	$351,982	2,553	-3.0%	Shares	Sole	2026-02-06
2025-09-30	$337,527	2,632	+0.5%	Shares	Sole	2025-10-20
2025-06-30	$316,925	2,619	+44.0%	Shares	Sole	2025-08-13
2025-03-31	$202,782	1,819	-12.0%	Shares	Sole	2025-05-13
2024-09-30	$237,631	2,066	-38.1%	Shares	Sole	2024-10-25
2024-06-30	$355,044	3,335	-2.0%	Shares	Sole	2024-07-29
2024-03-31	$329,268	3,404	+0.0%	Shares	Sole	2024-05-08
2023-12-31	$343,600	3,403	+0.4%	Shares	Sole	2024-02-07
2023-09-30	$345,101	3,388	-5.5%	Shares	Sole	2023-10-19
2023-06-30	$361,863	3,586	+10.4%	Shares	Sole	2023-07-17
2023-03-31	$298,908	3,249	-38.0%	Shares	Sole	2023-05-04
2022-12-31	$475,735	5,244	-13.4%	Shares	Sole	2023-02-01
2022-09-30	$460,164	6,054	-1.1%	Shares	Sole	2022-10-24
2022-06-30	$517,661	6,124	+0.8%	Shares	Sole	2022-07-26
2022-03-31	$532,993	6,074	+96.5%	Shares	Sole	2022-05-05
2021-12-31	$270,369	3,091	-53.0%	Shares	Sole	2022-01-26
2021-09-30	$537,948	6,578	+1.7%	Shares	Sole	2021-10-21
2021-06-30	$590,231	6,469	+2.4%	Shares	Sole	2021-07-26
2021-03-31	$539,806	6,315	-4.7%	Shares	Sole	2021-05-04
2020-12-31	$625,882	6,628	+89.5%	Shares	Sole	2021-01-26
2020-09-30	$304,186	3,498	+1.8%	Shares	Sole	2020-10-19
2020-06-30	$300,187	3,437	+1.1%	Shares	Sole	2020-08-04
2020-03-31	$280,165	3,398	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.