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JOURNEY STRATEGIC WEALTH LLC

Position in NVS — Novartis AG

CIK 1909316 SUMMIT, NJ

Position in NVS

as of Mar 31, 2026 · filed Apr 15, 2026
Position Value
$559,674
+$81,820 QoQ
Shares Held
3,664
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
10 quarters on record
Voting authority Sole 0% Shared 91% None 9%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $1,735,111,643 across 11 Drug Manufacturers - General names. NVS ranks #10 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NVS

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10 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $559,674 3,664
2025-12-31 $477,854 3,466
2025-09-30 $433,448 3,380
2025-06-30 $401,387 3,317
2025-03-31 $368,329 3,304
2024-12-31 $281,516 2,893
2024-09-30 $319,179 2,775
2024-06-30 $292,551 2,748
2024-03-31 $241,438 2,496
2022-12-31 $214,007 2,359