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Glass Jacobson Investment Advisors llc

Position in NVS — Novartis AG

CIK 1964394 OWINGS MILLS, MD

Position in NVS

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$13,007
+$329 QoQ
Shares Held
83
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,522
of 1,603 holders
Holding Since
Dec 2022
14 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

Glass Jacobson Investment Advisors llc holds $874,938 across 10 Drug Manufacturers - General names. NVS ranks #8 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 NVS
Novartis AG
This page
83 $13,007

All Filings in NVS

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,007 83
2026-03-31 $12,678 83
2025-12-31 $11,443 83
2025-09-30 $10,643 83
2025-06-30 $10,043 83
2025-03-31 $16,944 152
2024-12-31 $14,791 152
2024-09-30 $15,412 134
2024-06-30 $14,265 134
2024-03-31 $12,961 134
2023-12-31 $13,529 134
2023-09-30 $5,194 51
2023-06-30 $5,146 51
2022-12-31 $4,626 51