Marotta Asset Management

Position in NVS — Novartis AG

CIK 1802091 CHARLOTTESVILLE, VA

Position in NVS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$995,328

+$3,828 QoQ

Shares Held

6,351

-2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.33%

of 13F equity value

Holder Rank

#617

of 1,603 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Marotta Asset Management holds $2,186,347 across 4 Drug Manufacturers - General names. NVS ranks #1 (45.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVS	Novartis AG This page	6,351	$995,328
2	NVO	Novo Nordisk A S	13,532	$648,724
3	JNJ	Johnson & Johnson	1,085	$275,557
4	ABBV	AbbVie Inc.	1,060	$266,738

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$995,328	6,351	-2.2%	Shares	Sole	2026-07-09
2026-03-31	$991,500	6,491	-0.0%	Shares	Sole	2026-04-27
2025-12-31	$895,327	6,494	-1.2%	Shares	Sole	2026-01-07
2025-09-30	$842,793	6,572	-0.8%	Shares	Sole	2025-10-16
2025-06-30	$801,449	6,623	-8.9%	Shares	Sole	2025-07-02
2025-03-31	$810,459	7,270	+3.8%	Shares	Sole	2025-04-02
2024-12-31	$681,461	7,003	-3.7%	Shares	Sole	2025-01-10
2024-09-30	$836,195	7,270	-1.5%	Shares	Sole	2024-10-03
2024-06-30	$785,461	7,378	-1.5%	Shares	Sole	2024-07-17
2024-03-31	$724,701	7,492	-0.9%	Shares	Sole	2024-04-02
2023-12-31	$763,636	7,563	-1.8%	Shares	Sole	2024-01-03
2023-09-30	$784,831	7,705	-0.5%	Shares	Sole	2023-10-11
2023-06-30	$781,144	7,741	-1.8%	Shares	Sole	2023-07-05
2022-12-31	$715,055	7,882	-1.5%	Shares	Sole	2023-01-03
2022-09-30	$608,384	8,004	-1.3%	Shares	Sole	2022-10-11
2022-06-30	$685,453	8,109	0.0%	Shares	Sole	2022-07-21
2022-03-31	$711,564	8,109	+0.5%	Shares	Sole	2022-04-08
2021-12-31	$705,445	8,065	+2.2%	Shares	Sole	2022-01-13
2021-09-30	$645,653	7,895	+1.5%	Shares	Sole	2021-10-21
2021-06-30	$709,847	7,780	+17.2%	Shares	Sole	2021-07-09
2021-03-31	$567,416	6,638	—	Shares	Sole	2021-04-09
No filing history on record for this holder in this stock.