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Gimbal Financial

Position in NVS — Novartis AG

CIK 1835206 CARMEL, IN

Position in NVS

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$313,753
+$30,984 QoQ
Shares Held
2,002
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#1,105
of 1,603 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority Sole 21% Shared 0% None 79%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Gimbal Financial holds $13,428,466 across 5 Drug Manufacturers - General names. NVS ranks #5 (2.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 NVS
Novartis AG
This page
2,002 $313,753

All Filings in NVS

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $313,753 2,002
2025-09-30 $282,769 2,205
2025-06-30 $266,827 2,205
2025-03-31 $245,590 2,203
2024-12-31 $214,373 2,203
2024-09-30 $253,389 2,203
2024-06-30 $239,109 2,246
2024-03-31 $216,965 2,243
2023-12-31 $226,475 2,243