Bleakley Financial Group, LLC

Position in NVS — Novartis AG

CIK 1936953 PARSIPPANY, NJ

Position in NVS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$7,041,429

+$299,503 QoQ

Shares Held

44,930

+1.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#214

of 1,603 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $192,517,114 across 15 Drug Manufacturers - General names. NVS ranks #7 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	45,004	$53,979,152
2	JNJ	Johnson & Johnson	142,327	$36,146,788
3	ABBV	AbbVie Inc.	92,109	$23,178,308
4	MRK	Merck & Co., Inc.	155,898	$20,032,893
5	AMGN	Amgen Inc	38,445	$13,921,703
6	AZN	Astrazeneca PLC	66,437	$12,597,783
7	NVS	Novartis AG This page	44,930	$7,041,429
8	SNY	Sanofi	159,361	$6,798,340

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,041,429	44,930	+1.8%	Shares	Sole	2026-08-05
2026-03-31	$6,741,926	44,137	-9.8%	Shares	Sole	2026-05-04
2025-12-31	$6,747,771	48,943	-6.1%	Shares	Sole	2026-02-09
2025-09-30	$6,685,535	52,133	-0.1%	Shares	Sole	2025-11-10
2025-06-30	$6,312,728	52,167	-1.4%	Shares	Sole	2025-07-30
2025-03-31	$5,899,856	52,923	-0.8%	Shares	Sole	2025-05-01
2024-12-31	$5,192,753	53,363	+4.4%	Shares	Sole	2025-01-27
2024-09-30	$5,881,662	51,136	-12.9%	Shares	Sole	2024-10-16
2024-06-30	$6,251,437	58,721	+7.3%	Shares	Sole	2024-08-12
2024-03-31	$5,294,129	54,731	+12.1%	Shares	Sole	2024-05-08
2023-12-31	$4,930,163	48,828	+8.6%	Shares	Sole	2024-01-25
2023-09-30	$4,580,134	44,965	+0.7%	Shares	Sole	2023-11-14
2023-06-30	$4,506,438	44,658	-15.9%	Shares	Sole	2023-08-14
2023-03-31	$4,884,832	53,096	+11.0%	Shares	Sole	2023-05-12
2022-12-31	$4,340,679	47,847	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.