SageView Advisory Group, LLC

Position in NVS — Novartis AG

CIK 1914558 NEWPORT BEACH, CA

Position in NVS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$296,827

-$9,284 QoQ

Shares Held

1,894

-5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,141

of 1,603 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

SageView Advisory Group, LLC holds $31,073,717 across 11 Drug Manufacturers - General names. NVS ranks #10 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	11,047	$13,250,104
2	JNJ	Johnson & Johnson	19,763	$5,019,209
3	ABBV	AbbVie Inc.	16,291	$4,099,467
4	MRK	Merck & Co., Inc.	25,250	$3,244,625
5	AMGN	Amgen Inc	4,580	$1,658,509
6	PFE	Pfizer Inc	51,687	$1,244,622
7	GILD	Gilead Sciences, Inc.	8,588	$1,085,007
8	BMY	Bristol Myers Squibb Co	9,232	$531,947

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,827	1,894	-5.5%	Shares	Sole	2026-08-10
2026-03-31	$306,111	2,004	-91.4%	Shares	Sole	2026-08-10
2025-12-31	$3,217,747	23,339	-4.6%	Shares	Sole	2026-02-17
2025-09-30	$3,137,135	24,463	+819.0%	Shares	Sole	2025-11-13
2024-06-30	$283,396	2,662	-61.9%	Shares	Sole	2024-08-15
2024-03-31	$676,722	6,996	+128.1%	Shares	Other	2024-05-09
2023-12-31	$309,674	3,067	+30.6%	Shares	Sole	2024-03-06
2023-09-30	$239,269	2,349	+0.5%	Shares	Other	2023-11-03
2023-06-30	$235,927	2,338	-10.6%	Shares	Other	2023-08-11
2023-03-31	$240,580	2,615	-15.4%	Shares	Other	2023-05-02
2022-12-31	$280,415	3,091	—	Shares	Other	2023-02-15
No filing history on record for this holder in this stock.