Texas Capital Bank Wealth Management Services Inc
BankPosition in NVS — Novartis AG
CIK 1802655
Dallas, TX
Position in NVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$355,911
+$19,098 QoQ
Shares Held
2,271
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,041
of 1,603 holders
Holding Since
Sep 2020
3 quarters on record
Voting authority
Sole 29%
Shared 71%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Texas Capital Bank Wealth Management Services Inc holds $28,650,106 across 11 Drug Manufacturers - General names. NVS ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
12,701 | $15,233,961 | |
| 2 | JNJ |
Johnson & Johnson
|
17,633 | $4,478,252 | |
| 3 | ABBV |
AbbVie Inc.
|
11,256 | $2,832,459 | |
| 4 | MRK |
Merck & Co., Inc.
|
19,053 | $2,448,310 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
7,625 | $963,341 | |
| 6 | AMGN |
Amgen Inc
|
2,465 | $892,625 | |
| 7 | PFE |
Pfizer Inc
|
23,162 | $557,740 | |
| 8 | NVS |
Novartis AG
This page
|
2,271 | $355,911 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,911 | 2,271 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $336,813 | 2,205 | Shares | Sole | 2026-05-11 | |
| 2020-09-30 | $2,248,785 | 25,860 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||