Beverly Hills Private Wealth, LLC

Position in NVS — Novartis AG

CIK 1965710 BEVERLY HILLS, CA

Position in NVS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$406,845

-$795,450 QoQ

Shares Held

2,596

-67.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#985

of 1,603 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $13,330,659 across 9 Drug Manufacturers - General names. NVS ranks #8 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	14,225	$3,612,722
2	NVO	Novo Nordisk A S	63,562	$3,047,161
3	GSK	GSK plc	33,201	$1,740,395
4	ABBV	AbbVie Inc.	6,164	$1,551,108
5	LLY	ELI LILLY & Co	994	$1,192,233
6	AMGN	Amgen Inc	2,339	$846,998
7	MRK	Merck & Co., Inc.	5,600	$719,600
8	NVS	Novartis AG This page	2,596	$406,845

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$406,845	2,596	-67.0%	Shares	Sole	2026-08-07
2026-03-31	$1,202,295	7,871	+5.5%	Shares	Sole	2026-05-04
2025-12-31	$1,028,648	7,461	-8.4%	Shares	Sole	2026-02-17
2025-09-30	$1,044,000	8,141	-4.9%	Shares	Sole	2025-11-10
2025-06-30	$1,036,084	8,562	-1.4%	Shares	Sole	2025-07-29
2025-03-31	$968,423	8,687	-11.1%	Shares	Sole	2025-04-30
2024-12-31	$950,619	9,769	-8.4%	Shares	Sole	2025-02-14
2024-09-30	$1,227,031	10,668	-13.6%	Shares	Sole	2024-11-12
2024-06-30	$1,314,139	12,344	-9.6%	Shares	Sole	2024-08-08
2024-03-31	$1,320,362	13,650	-7.4%	Shares	Sole	2024-05-09
2023-12-31	$1,489,101	14,748	-6.3%	Shares	Sole	2024-01-30
2023-09-30	$1,603,478	15,742	-51.4%	Shares	Sole	2023-11-08
2023-06-30	$3,271,704	32,422	+97.2%	Shares	Sole	2023-08-10
2023-03-31	$1,512,848	16,444	+47.2%	Shares	Sole	2023-05-04
2022-12-31	$1,013,523	11,172	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.