AXXCESS WEALTH MANAGEMENT, LLC

Position in NVS — Novartis AG

CIK 1911056 CARLSBAD, CA

Position in NVS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,684,426

+$261,560 QoQ

Shares Held

10,748

+15.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#474

of 1,603 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $98,243,880 across 12 Drug Manufacturers - General names. NVS ranks #8 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	21,821	$26,172,764
2	JNJ	Johnson & Johnson	90,046	$22,868,982
3	ABBV	AbbVie Inc.	87,916	$22,123,182
4	MRK	Merck & Co., Inc.	62,830	$8,073,655
5	AMGN	Amgen Inc	14,656	$5,307,230
6	PFE	Pfizer Inc	202,855	$4,884,748
7	BMY	Bristol Myers Squibb Co	64,132	$3,695,285
8	NVS	Novartis AG This page	10,748	$1,684,426

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,684,426	10,748	+15.4%	Shares	Sole	2026-07-28
2026-03-31	$1,422,866	9,315	-2.5%	Shares	Sole	2026-04-29
2025-12-31	$1,317,623	9,557	+20.5%	Shares	Sole	2026-02-19
2025-09-30	$1,017,071	7,931	+60.9%	Shares	Sole	2025-11-07
2025-06-30	$596,458	4,929	-5.4%	Shares	Sole	2025-07-28
2025-03-31	$580,587	5,208	-26.5%	Shares	Sole	2025-04-30
2024-12-31	$689,246	7,083	+151.5%	Shares	Sole	2025-02-10
2024-09-30	$323,896	2,816	-0.6%	Shares	Sole	2024-11-04
2024-06-30	$301,601	2,833	+0.7%	Shares	Sole	2024-08-09
2024-03-31	$272,004	2,812	+0.7%	Shares	Sole	2024-05-14
2023-12-31	$281,908	2,792	+22.5%	Shares	Sole	2024-02-06
2023-09-30	$232,240	2,280	+14.0%	Shares	Sole	2023-11-14
2023-06-30	$201,820	2,000	-25.3%	Shares	Sole	2023-08-08
2022-06-30	$226,455	2,679	+4.3%	Shares	Sole	2022-08-11
2022-03-31	$225,429	2,569	-1.7%	Shares	Sole	2022-08-11
2021-12-31	$228,559	2,613	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.