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Bradley & Co. Private Wealth Management, LLC

Position in NVS — Novartis AG

CIK 1861678 MIAMI, FL

Position in NVS

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$7,052
+$179 QoQ
Shares Held
45
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,553
of 1,603 holders
Holding Since
Sep 2025
4 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

Bradley & Co. Private Wealth Management, LLC holds $483,903 across 7 Drug Manufacturers - General names. NVS ranks #4 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 NVS
Novartis AG
This page
45 $7,052

All Filings in NVS

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,052 45
2026-03-31 $6,873 45
2025-12-31 $6,204 45
2025-09-30 $5,770 45