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CFS Investment Advisory Services, LLC

Position in NVS — Novartis AG

CIK 1845688 TOTOWA, NJ

Position in NVS

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$388,038
+$11,815 QoQ
Shares Held
2,476
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,000
of 1,603 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

CFS Investment Advisory Services, LLC holds $28,816,926 across 9 Drug Manufacturers - General names. NVS ranks #9 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NVS

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $388,038 2,476
2026-03-31 $376,223 2,463
2025-12-31 $338,470 2,455
2025-09-30 $314,829 2,455
2025-06-30 $359,520 2,971
2025-03-31 $273,683 2,455
2024-12-31 $239,382 2,460
2024-09-30 $277,313 2,411
2024-06-30 $224,311 2,107
2024-03-31 $205,938 2,129
2023-12-31 $217,489 2,154
2023-09-30 $210,442 2,066