MATTERN CAPITAL MANAGEMENT, LLC

Position in NVS — Novartis AG

CIK 1803227 LAKEWOOD, CO

Position in NVS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$346,507

+$8,777 QoQ

Shares Held

2,211

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,053

of 1,603 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

MATTERN CAPITAL MANAGEMENT, LLC holds $35,188,301 across 6 Drug Manufacturers - General names. NVS ranks #6 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	10,188	$12,219,793
2	AMGN	Amgen Inc	28,008	$10,142,256
3	JNJ	Johnson & Johnson	39,870	$10,125,783
4	NVO	Novo Nordisk A S	41,849	$2,006,241
5	MRK	Merck & Co., Inc.	2,706	$347,721
6	NVS	Novartis AG This page	2,211	$346,507

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$346,507	2,211	0.0%	Shares	Sole	2026-07-24
2026-03-31	$337,730	2,211	0.0%	Shares	Sole	2026-05-04
2025-12-31	$304,830	2,211	0.0%	Shares	Sole	2026-01-29
2025-09-30	$283,538	2,211	-0.2%	Shares	Sole	2025-10-21
2025-06-30	$268,158	2,216	+0.2%	Shares	Sole	2025-07-21
2025-03-31	$246,482	2,211	0.0%	Shares	Sole	2025-04-23
2024-12-31	$215,152	2,211	0.0%	Shares	Sole	2025-02-03
2024-09-30	$254,309	2,211	0.0%	Shares	Sole	2024-10-24
2024-06-30	$235,383	2,211	0.0%	Shares	Sole	2024-08-02
2024-03-31	$213,870	2,211	0.0%	Shares	Sole	2024-05-14
2023-12-31	$223,244	2,211	-1.7%	Shares	Sole	2024-02-14
2023-09-30	$229,185	2,250	-1.6%	Shares	Sole	2023-11-08
2023-06-30	$230,680	2,286	-13.1%	Shares	Sole	2023-08-08
2020-03-31	$216,925	2,631	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.