LIBERTY ONE INVESTMENT MANAGEMENT, LLC

Position in NVS — Novartis AG

CIK 1807328 LIBERTYVILLE, IL

Position in NVS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$753,823

-$914 QoQ

Shares Held

4,810

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#721

of 1,603 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

LIBERTY ONE INVESTMENT MANAGEMENT, LLC holds $76,119,428 across 4 Drug Manufacturers - General names. NVS ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	30,289	$36,329,537
2	JNJ	Johnson & Johnson	130,485	$33,139,275
3	GILD	Gilead Sciences, Inc.	46,674	$5,896,793
4	NVS	Novartis AG This page	4,810	$753,823

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$753,823	4,810	-2.7%	Shares	Sole	2026-08-13
2026-03-31	$754,737	4,941	+10.0%	Shares	Sole	2026-05-14
2025-12-31	$619,174	4,491	-34.2%	Shares	Sole	2026-02-13
2025-09-30	$874,853	6,822	+14.4%	Shares	Sole	2025-10-27
2025-06-30	$721,824	5,965	-5.4%	Shares	Sole	2025-07-30
2025-03-31	$702,769	6,304	-2.2%	Shares	Sole	2025-04-30
2024-12-31	$627,454	6,448	-2.6%	Shares	Sole	2025-01-16
2024-09-30	$761,547	6,621	-4.6%	Shares	Sole	2024-10-31
2024-06-30	$739,151	6,943	-3.4%	Shares	Sole	2024-07-22
2024-03-31	$694,908	7,184	-11.3%	Shares	Sole	2024-04-30
2023-12-31	$817,957	8,101	-0.3%	Shares	Sole	2024-01-26
2023-09-30	$827,714	8,126	-2.2%	Shares	Sole	2023-11-03
2023-06-30	$838,360	8,308	-21.0%	Shares	Sole	2023-08-04
2023-03-31	$967,472	10,516	-0.1%	Shares	Sole	2023-05-15
2022-12-31	$954,918	10,526	-6.1%	Shares	Sole	2023-02-15
2022-09-30	$851,616	11,204	+4.7%	Shares	Sole	2022-11-16
2022-06-30	$904,809	10,704	-14.7%	Shares	Sole	2022-08-01
2022-03-31	$1,100,648	12,543	-1.6%	Shares	Sole	2022-05-03
2021-12-31	$1,114,805	12,745	+13.9%	Shares	Sole	2022-01-21
2021-09-30	$915,118	11,190	+4.5%	Shares	Sole	2021-10-20
2021-06-30	$976,632	10,704	+9.4%	Shares	Sole	2021-07-20
2021-03-31	$836,079	9,781	+8.4%	Shares	Sole	2021-04-06
2020-12-31	$852,419	9,027	+2.0%	Shares	Sole	2021-01-20
2020-09-30	$769,335	8,847	+6.7%	Shares	Sole	2020-11-03
2020-06-30	$724,048	8,290	-6.9%	Shares	Sole	2020-07-22
2020-03-31	$734,547	8,909	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.