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LODESTAR PRIVATE ASSET MANAGEMENT LLC

Position in NVS — Novartis AG

CIK 1963040 ALAMO, CA

Position in NVS

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$217,840
+$5,518 QoQ
Shares Held
1,390
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,281
of 1,603 holders
Holding Since
Mar 2026
2 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

LODESTAR PRIVATE ASSET MANAGEMENT LLC holds $3,897,820 across 6 Drug Manufacturers - General names. NVS ranks #6 (5.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 NVS
Novartis AG
This page
1,390 $217,840

All Filings in NVS

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $217,840 1,390
2026-03-31 $212,322 1,390