Skip to main content

ANGELES WEALTH MANAGEMENT, LLC

Position in NVS — Novartis AG

CIK 1929170 SANTA MONICA, CA

Position in NVS

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$697,090
+$42,404 QoQ
Shares Held
4,448
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#753
of 1,603 holders
Holding Since
Mar 2022
16 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

ANGELES WEALTH MANAGEMENT, LLC holds $30,855,204 across 12 Drug Manufacturers - General names. NVS ranks #9 (2.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NVS

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $697,090 4,448
2026-03-31 $654,686 4,286
2025-12-31 $441,184 3,200
2025-09-30 $340,477 2,655
2025-06-30 $324,911 2,685
2025-03-31 $236,114 2,118
2024-12-31 $316,160 3,249
2024-09-30 $361,047 3,139
2024-06-30 $351,424 3,301
2024-03-31 $338,168 3,496
2023-12-31 $351,577 3,482
2023-09-30 $331,452 3,254
2023-06-30 $291,528 2,889
2023-03-31 $257,508 2,799
2022-12-31 $282,048 3,109
2022-03-31 $261,319 2,978