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Ruggaard & Associates LLC

Position in NVS — Novartis AG

CIK 1971230 HUDSON, OH

Position in NVS

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$1,197,810
+$45,770 QoQ
Shares Held
7,643
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#573
of 1,603 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Ruggaard & Associates LLC holds $2,434,853 across 3 Drug Manufacturers - General names. NVS ranks #1 (49.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NVS
Novartis AG
This page
7,643 $1,197,810

All Filings in NVS

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,197,810 7,643
2026-03-31 $1,152,040 7,542
2025-12-31 $1,052,637 7,635
2025-09-30 $948,847 7,399
2025-06-30 $895,352 7,399
2025-03-31 $824,840 7,399
2024-12-31 $709,000 7,286
2024-09-30 $853,563 7,421
2024-06-30 $782,268 7,348
2024-03-31 $736,018 7,609
2023-12-31 $758,486 7,512
2023-09-30 $770,265 7,562
2023-06-30 $747,944 7,412
2023-03-31 $673,624 7,322