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REBALANCE, LLC

Position in NVS — Novartis AG

CIK 1811052 PALO ALTO, CA

Position in NVS

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$235,080
+$5,955 QoQ
Shares Held
1,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#1,246
of 1,603 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

REBALANCE, LLC holds $1,260,922 across 3 Drug Manufacturers - General names. NVS ranks #3 (18.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 NVS
Novartis AG
This page
1,500 $235,080

All Filings in NVS

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $235,080 1,500
2026-03-31 $229,125 1,500
2025-12-31 $206,805 1,500