PRESILIUM PRIVATE WEALTH, LLC

Position in NVS — Novartis AG

CIK 1939831 RADNOR, PA

Position in NVS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$721,382

+$17,969 QoQ

Shares Held

4,603

-0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.75%

of 13F equity value

Holder Rank

#738

of 1,603 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PRESILIUM PRIVATE WEALTH, LLC holds $3,143,394 across 6 Drug Manufacturers - General names. NVS ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AZN	Astrazeneca PLC	4,342	$823,330
2	NVS	Novartis AG This page	4,603	$721,382
3	MRK	Merck & Co., Inc.	5,084	$653,294
4	GSK	GSK plc	6,852	$359,181
5	LLY	ELI LILLY & Co	290	$347,834
6	BMY	Bristol Myers Squibb Co	4,137	$238,373

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$721,382	4,603	-0.0%	Shares	Sole	2026-07-22
2026-03-31	$703,413	4,605	—	Shares	Sole	2026-04-17
No filing history on record for this holder in this stock.