Marks Group Wealth Management, Inc

Position in NVS — Novartis AG

CIK 1802473 MINNETONKA, MN

Position in NVS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$227,243

-$19,905 QoQ

Shares Held

1,450

-10.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,263

of 1,603 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 25% Shared 75% None 0%

Healthcare · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $11,856,271 across 9 Drug Manufacturers - General names. NVS ranks #9 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GSK	GSK plc	54,996	$2,882,890
2	AZN	Astrazeneca PLC	14,483	$2,746,265
3	AMGN	Amgen Inc	6,591	$2,386,732
4	LLY	ELI LILLY & Co	1,445	$1,733,176
5	JNJ	Johnson & Johnson	3,532	$897,021
6	ABBV	AbbVie Inc.	1,501	$377,710
7	MRK	Merck & Co., Inc.	2,546	$327,161
8	GILD	Gilead Sciences, Inc.	2,201	$278,073

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,243	1,450	-10.4%	Shares	Sole	2026-07-28
2026-03-31	$247,148	1,618	-9.9%	Shares	Other	2026-05-05
2025-12-31	$247,613	1,796	+9.8%	Shares	Other	2026-02-11
2025-09-30	$209,800	1,636	-32.3%	Shares	Sole	2025-11-10
2023-12-31	$244,043	2,417	-11.5%	Shares	Sole	2024-02-01
2023-09-30	$278,077	2,730	+27.7%	Shares	Other	2023-10-30
2023-06-30	$215,644	2,137	-32.1%	Shares	Other	2023-07-19
2022-12-31	$285,404	3,146	-1.2%	Shares	Other	2023-02-06
2020-12-31	$300,759	3,185	-1.5%	Shares	Sole	2021-02-08
2020-09-30	$281,227	3,234	-2.8%	Shares	Sole	2020-11-10
2020-06-30	$290,666	3,328	+9.1%	Shares	Sole	2020-08-10
2020-03-31	$251,471	3,050	—	Shares	Other	2020-04-23
No filing history on record for this holder in this stock.