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Everhart Financial Group, Inc.

Position in NVS — Novartis AG

CIK 1852858 Dublin, OH

Position in NVS

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$207,810
+$6,028 QoQ
Shares Held
1,326
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,302
of 1,603 holders
Holding Since
Mar 2026
2 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

Everhart Financial Group, Inc. holds $28,655,287 across 10 Drug Manufacturers - General names. NVS ranks #10 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NVS

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $207,810 1,326
2026-03-31 $201,782 1,321