Charter Oak Capital Management, LLC

Position in NVS — Novartis AG

CIK 1810720 PORTSMOUTH, NH

Position in NVS

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$207,740

+$119,660 QoQ

Shares Held

1,360

+30.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

8 quarters on record

Voting authority Sole 31% Shared 0% None 69%

Healthcare · as of Mar 31, 2026

Charter Oak Capital Management, LLC holds $7,679,858 across 6 Drug Manufacturers - General names. NVS ranks #6 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	12,806	$3,130,298
2	ABBV	AbbVie Inc.	8,374	$1,821,261
3	MRK	Merck & Co., Inc.	9,826	$1,181,969
4	LLY	ELI LILLY & Co	1,095	$1,007,148
5	AMGN	Amgen Inc	942	$331,442
6	NVS	Novartis AG This page	1,360	$207,740

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$207,740	1,360	+30.5%	Shares	Sole	2026-04-24
2022-06-30	$88,080	1,042	0.0%	Shares	Sole	2022-07-21
2022-03-31	$91,435	1,042	+0.7%	Shares	Sole	2022-05-05
2021-12-31	$90,531	1,035	-9.8%	Shares	Sole	2022-02-09
2021-09-30	$93,883	1,148	+1.6%	Shares	Sole	2021-11-08
2021-06-30	$103,101	1,130	-2.2%	Shares	Sole	2021-07-29
2021-03-31	$98,729	1,155	+0.6%	Shares	Sole	2021-05-17
2020-12-31	$108,405	1,148	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.