Latitude Advisors, LLC

Position in NVS — Novartis AG

CIK 1843715 YORKVILLE, IL

Position in NVS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$519,526

+$4,759 QoQ

Shares Held

3,315

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#870

of 1,603 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 43% Shared 15% None 43%

Healthcare · as of Jun 30, 2026

Latitude Advisors, LLC holds $6,962,778 across 6 Drug Manufacturers - General names. NVS ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	13,295	$3,345,553
2	LLY	ELI LILLY & Co	1,513	$1,814,737
3	JNJ	Johnson & Johnson	2,902	$737,020
4	NVS	Novartis AG This page	3,315	$519,526
5	MRK	Merck & Co., Inc.	2,203	$283,085
6	PFE	Pfizer Inc	10,916	$262,857

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$519,526	3,315	-1.6%	Shares	Sole	2026-07-28
2026-03-31	$514,767	3,370	-3.7%	Shares	Sole	2026-04-27
2025-12-31	$482,269	3,498	0.0%	Shares	Sole	2026-01-27
2025-09-30	$448,583	3,498	0.0%	Shares	Sole	2025-10-31
2025-06-30	$423,292	3,498	+0.5%	Shares	Sole	2025-07-29
2025-03-31	$387,838	3,479	0.0%	Shares	Sole	2025-04-28
2024-12-31	$338,541	3,479	-0.6%	Shares	Sole	2025-01-29
2024-09-30	$402,685	3,501	0.0%	Shares	Sole	2024-10-29
2024-06-30	$372,716	3,501	+0.1%	Shares	Sole	2024-07-26
2024-03-31	$338,458	3,499	+18.5%	Shares	Sole	2024-04-25
2023-12-31	$298,063	2,952	0.0%	Shares	Sole	2024-01-30
2023-09-30	$300,690	2,952	0.0%	Shares	Sole	2023-11-03
2023-06-30	$297,886	2,952	0.0%	Shares	Sole	2023-07-26
2023-03-31	$271,584	2,952	+0.1%	Shares	Sole	2023-04-27
2022-12-31	$267,533	2,949	-8.0%	Shares	Sole	2023-01-27
2022-09-30	$243,612	3,205	-0.1%	Shares	Sole	2022-11-01
2022-06-30	$271,087	3,207	-66.7%	Shares	Sole	2022-07-28
2022-03-31	$844,593	9,625	+40.5%	Shares	Sole	2022-04-29
2021-12-31	$599,082	6,849	-6.6%	Shares	Sole	2022-01-18
2021-09-30	$599,692	7,333	+102.7%	Shares	Sole	2021-10-14
2021-06-30	$330,106	3,618	+1.1%	Shares	Sole	2021-07-20
2021-03-31	$305,761	3,577	-63.6%	Shares	Sole	2021-04-14
2020-12-31	$926,736	9,814	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.