Pinnacle West Asset Management, Inc.

Position in NVS — Novartis AG

CIK 1975730 CASPER, WY

Position in NVS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$651,171

+$16,495 QoQ

Shares Held

4,155

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#776

of 1,603 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Pinnacle West Asset Management, Inc. holds $12,398,160 across 7 Drug Manufacturers - General names. NVS ranks #6 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	13,605	$3,455,261
2	AMGN	Amgen Inc	8,815	$3,192,087
3	LLY	ELI LILLY & Co	2,221	$2,663,934
4	MRK	Merck & Co., Inc.	9,470	$1,216,895
5	BMY	Bristol Myers Squibb Co	14,400	$829,728
6	NVS	Novartis AG This page	4,155	$651,171
7	PFE	Pfizer Inc	16,158	$389,084

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$651,171	4,155	0.0%	Shares	Sole	2026-08-12
2026-03-31	$634,676	4,155	-2.7%	Shares	Sole	2026-05-15
2025-12-31	$588,704	4,270	-2.3%	Shares	Sole	2026-02-10
2025-09-30	$560,408	4,370	+3.3%	Shares	Sole	2025-11-05
2025-06-30	$511,872	4,230	0.0%	Shares	Sole	2025-07-24
2025-03-31	$471,560	4,230	+1.8%	Shares	Sole	2025-05-07
2024-12-31	$404,323	4,155	+0.6%	Shares	Sole	2025-02-04
2024-09-30	$475,032	4,130	+0.7%	Shares	Sole	2024-10-23
2024-06-30	$436,486	4,100	0.0%	Shares	Sole	2024-08-07
2024-03-31	$396,593	4,100	+0.5%	Shares	Sole	2024-04-24
2023-12-31	$411,957	4,080	+4.6%	Shares	Sole	2024-02-13
2023-09-30	$397,254	3,900	+19.1%	Shares	Sole	2023-11-08
2023-06-30	$330,480	3,275	-3.7%	Shares	Sole	2023-08-15
2023-03-31	$312,800	3,400	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.