Agate Pass Investment Management, LLC
Position in NVS — Novartis AG
CIK 1900409
BAINBRIDGE ISLAND, WA
Position in NVS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,559,364
+$39,502 QoQ
Shares Held
9,950
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#495
of 1,603 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Agate Pass Investment Management, LLC holds $24,275,889 across 6 Drug Manufacturers - General names. NVS ranks #3 (6.4% of the industry book) .
All Filings in NVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,559,364 | 9,950 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,519,862 | 9,950 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,371,806 | 9,950 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,417,052 | 11,050 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,337,160 | 11,050 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,231,854 | 11,050 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $702,091 | 7,215 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||