StrongBox Wealth, LLC

Position in NVS — Novartis AG

CIK 1812155 Lee's Summit, MO

Position in NVS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,063,972

+$26,953 QoQ

Shares Held

6,789

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#600

of 1,603 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

StrongBox Wealth, LLC holds $15,361,037 across 6 Drug Manufacturers - General names. NVS ranks #4 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	5,631	$6,753,990
2	AMGN	Amgen Inc	15,098	$5,467,287
3	ABBV	AbbVie Inc.	4,409	$1,109,480
4	NVS	Novartis AG This page	6,789	$1,063,972
5	JNJ	Johnson & Johnson	3,710	$942,228
6	PFE	Pfizer Inc	1,000	$24,080

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,063,972	6,789	0.0%	Shares	Sole	2026-07-23
2026-03-31	$1,037,019	6,789	0.0%	Shares	Sole	2026-05-08
2025-12-31	$935,999	6,789	+14.3%	Shares	Sole	2026-01-21
2025-09-30	$761,617	5,939	+3.5%	Shares	Sole	2025-10-07
2025-06-30	$694,476	5,739	0.0%	Shares	Sole	2025-07-09
2025-03-31	$639,783	5,739	+3.8%	Shares	Sole	2025-05-13
2024-12-31	$538,026	5,529	-3.5%	Shares	Sole	2025-01-14
2024-09-30	$659,064	5,730	+11.5%	Shares	Sole	2024-11-12
2024-06-30	$546,991	5,138	+56.5%	Shares	Sole	2024-08-12
2024-03-31	$317,564	3,283	+5.0%	Shares	Sole	2024-05-14
2023-12-31	$315,632	3,126	+15.9%	Shares	Sole	2024-01-08
2023-09-30	$274,614	2,696	-8.3%	Shares	Sole	2023-10-10
2023-06-30	$296,776	2,941	+3.5%	Shares	Sole	2023-07-24
2023-03-31	$261,372	2,841	+14.1%	Shares	Sole	2023-04-21
2022-12-31	$225,983	2,491	+1.8%	Shares	Sole	2023-01-19
2022-06-30	$206,760	2,446	-55.2%	Shares	Sole	2022-07-15
2020-12-31	$515,871	5,463	-15.3%	Shares	Sole	2021-02-02
2020-09-30	$561,152	6,453	-7.8%	Shares	Sole	2020-10-20
2020-06-30	$611,467	7,001	+9.6%	Shares	Sole	2020-07-30
2020-03-31	$526,855	6,390	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.