HF Advisory Group, LLC

Position in NVS — Novartis AG

CIK 1963169 Annapolis, MD

Position in NVS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,340,112

-$495,026 QoQ

Shares Held

8,551

-28.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#542

of 1,603 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

HF Advisory Group, LLC holds $13,388,647 across 8 Drug Manufacturers - General names. NVS ranks #5 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GILD	Gilead Sciences, Inc.	23,463	$2,964,315
2	LLY	ELI LILLY & Co	2,246	$2,693,920
3	PFE	Pfizer Inc	102,378	$2,465,262
4	SNY	Sanofi	37,289	$1,590,748
5	NVS	Novartis AG This page	8,551	$1,340,112
6	JNJ	Johnson & Johnson	4,322	$1,097,658
7	AMGN	Amgen Inc	2,318	$839,394
8	GSK	GSK plc	7,578	$397,238

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,340,112	8,551	-28.8%	Shares	Sole	2026-07-09
2026-03-31	$1,835,138	12,014	+0.9%	Shares	Sole	2026-04-21
2025-12-31	$1,640,790	11,901	+8.9%	Shares	Sole	2026-01-23
2025-09-30	$1,401,278	10,927	+6.6%	Shares	Sole	2025-10-06
2025-06-30	$1,240,836	10,254	-6.4%	Shares	Sole	2025-07-10
2025-03-31	$1,221,263	10,955	+21.1%	Shares	Sole	2025-04-10
2024-12-31	$880,168	9,045	+7.6%	Shares	Sole	2025-01-15
2024-09-30	$967,203	8,409	+9.8%	Shares	Sole	2024-10-30
2024-06-30	$815,270	7,658	+32.1%	Shares	Sole	2024-07-18
2024-03-31	$560,743	5,797	+23.1%	Shares	Sole	2024-04-22
2023-12-31	$475,568	4,710	+40.9%	Shares	Sole	2024-01-31
2023-09-30	$340,416	3,342	—	Shares	Sole	2023-10-31
No filing history on record for this holder in this stock.