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Wedmont Private Capital

Position in NVS — Novartis AG

CIK 1904274 WEST CHESTER, PA

Position in NVS

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$923,707
-$98,496 QoQ
Shares Held
5,894
-11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#648
of 1,603 holders
Holding Since
Jun 2023
13 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

Wedmont Private Capital holds $55,219,944 across 14 Drug Manufacturers - General names. NVS ranks #10 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NVS

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $923,707 5,894
2026-03-31 $1,022,203 6,692
2025-12-31 $1,022,443 7,416
2025-09-30 $829,328 6,467
2025-06-30 $790,558 6,533
2025-03-31 $724,731 6,501
2024-12-31 $617,723 6,348
2024-09-30 $711,973 6,190
2024-06-30 $625,346 5,874
2024-03-31 $485,294 5,017
2023-12-31 $505,758 5,009
2023-09-30 $380,039 3,731
2023-06-30 $292,538 2,899