Compound Planning, Inc.

Position in NVS — Novartis AG

CIK 1978879 NEW YORK, NY

Position in NVS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,820,549

+$149,760 QoQ

Shares Held

30,759

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#267

of 1,603 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Compound Planning, Inc. holds $102,536,389 across 14 Drug Manufacturers - General names. NVS ranks #7 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	124,737	$31,388,818
2	JNJ	Johnson & Johnson	65,795	$16,709,955
3	LLY	ELI LILLY & Co	10,900	$13,073,787
4	MRK	Merck & Co., Inc.	101,296	$13,016,535
5	PFE	Pfizer Inc	242,706	$5,844,359
6	GILD	Gilead Sciences, Inc.	40,613	$5,131,046
7	NVS	Novartis AG This page	30,759	$4,820,549
8	AMGN	Amgen Inc	8,559	$3,099,384

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,820,549	30,759	+0.6%	Shares	Sole	2026-08-04
2026-03-31	$4,670,789	30,578	+13.1%	Shares	Sole	2026-05-14
2025-12-31	$3,727,176	27,034	+15.8%	Shares	Defined	2026-02-19
2025-09-30	$2,992,993	23,339	+13.1%	Shares	Sole	2025-11-10
2025-06-30	$2,497,646	20,640	-5.2%	Shares	Sole	2025-08-14
2025-03-31	$2,425,916	21,761	+36.6%	Shares	Sole	2025-05-14
2024-12-31	$1,550,440	15,933	-13.4%	Shares	Sole	2025-01-17
2024-09-30	$2,115,332	18,391	+31.3%	Shares	Sole	2024-10-08
2024-06-30	$1,490,652	14,002	+42.7%	Shares	Sole	2024-07-26
2024-03-31	$949,114	9,812	+14.5%	Shares	Sole	2024-05-07
2023-12-31	$865,110	8,568	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.