Altus Wealth Group LLC

Position in NVS — Novartis AG

CIK 1842572 COLORADO SPRINGS, CO

Position in NVS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$856,161

+$22,452 QoQ

Shares Held

5,463

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#671

of 1,603 holders

Holding Since

Dec 2020

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Altus Wealth Group LLC holds $3,391,872 across 5 Drug Manufacturers - General names. NVS ranks #2 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	4,051	$1,019,393
2	NVS	Novartis AG This page	5,463	$856,161
3	AMGN	Amgen Inc	1,666	$603,291
4	JNJ	Johnson & Johnson	1,824	$463,241
5	LLY	ELI LILLY & Co	375	$449,786

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$856,161	5,463	+0.1%	Shares	Sole	2026-07-17
2026-03-31	$833,709	5,458	-0.7%	Shares	Sole	2026-04-27
2025-12-31	$758,009	5,498	+9.4%	Shares	Sole	2026-02-13
2025-09-30	$644,277	5,024	+0.0%	Shares	Sole	2025-10-21
2025-06-30	$607,712	5,022	+13.1%	Shares	Sole	2025-07-29
2025-03-31	$494,859	4,439	+5664.9%	Shares	Sole	2025-04-25
2020-12-31	$7,270	77	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.