Envestnet Portfolio Solutions, Inc.

Position in NVS — Novartis AG

CIK 1998033 BERWYN, PA

Position in NVS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,981,127

+$184,428 QoQ

Shares Held

19,022

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#351

of 1,603 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $145,353,758 across 14 Drug Manufacturers - General names. NVS ranks #10 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	41,689	$50,003,041
2	ABBV	AbbVie Inc.	89,324	$22,477,491
3	JNJ	Johnson & Johnson	71,666	$18,201,014
4	MRK	Merck & Co., Inc.	105,500	$13,556,750
5	GILD	Gilead Sciences, Inc.	86,812	$10,967,828
6	AMGN	Amgen Inc	24,293	$8,796,981
7	BMY	Bristol Myers Squibb Co	108,514	$6,252,576
8	PFE	Pfizer Inc	179,745	$4,328,259

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,981,127	19,022	+3.9%	Shares	Sole	2026-07-20
2026-03-31	$2,796,699	18,309	-14.6%	Shares	Sole	2026-04-29
2025-12-31	$2,955,381	21,436	+10.6%	Shares	Sole	2026-02-06
2025-09-30	$2,485,419	19,381	-1.1%	Shares	Sole	2025-10-30
2025-06-30	$2,371,069	19,594	-15.8%	Shares	Sole	2025-07-25
2025-03-31	$2,595,588	23,283	-37.2%	Shares	Sole	2025-04-21
2024-12-31	$3,606,600	37,063	+12.4%	Shares	Sole	2025-02-10
2024-09-30	$3,792,439	32,972	+5.0%	Shares	Sole	2024-10-31
2024-06-30	$3,341,460	31,387	-11.5%	Shares	Sole	2024-07-16
2024-03-31	$3,430,432	35,464	+6.3%	Shares	Sole	2024-05-06
2023-12-31	$3,367,955	33,356	+5.2%	Shares	Sole	2024-02-07
2023-09-30	$3,228,656	31,697	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.