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Team Financial Group, LLC

Position in NVS — Novartis AG

CIK 1845163 TEMECULA, CA

Position in NVS

as of Mar 31, 2026 · filed May 4, 2026
Position Value
$8,859
+$863 QoQ
Shares Held
58
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2023
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

All Filings in NVS

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $8,859 58
2025-12-31 $7,996 58
2025-09-30 $7,437 58
2025-06-30 $7,018 58
2023-12-31 $5,856 58
2023-09-30 $5,907 58