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WATERSHED PRIVATE WEALTH LLC

Position in NVS — Novartis AG

CIK 1965271 Oak Brook, IL

Position in NVS

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$393,210
+$9,961 QoQ
Shares Held
2,509
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#998
of 1,603 holders
Holding Since
Dec 2023
10 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

WATERSHED PRIVATE WEALTH LLC holds $1,346,139 across 4 Drug Manufacturers - General names. NVS ranks #2 (29.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 NVS
Novartis AG
This page
2,509 $393,210

All Filings in NVS

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $393,210 2,509
2026-03-31 $383,249 2,509
2025-12-31 $367,423 2,665
2025-09-30 $341,759 2,665
2025-06-30 $322,491 2,665
2025-03-31 $326,636 2,930
2024-09-30 $228,774 1,989
2024-06-30 $211,748 1,989
2024-03-31 $210,484 2,176
2023-12-31 $243,438 2,411