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Annis Gardner Whiting Capital Advisors, LLC

Position in NVS — Novartis AG

CIK 1998414 TAMPA, FL

Position in NVS

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$120,672
+$20,027 QoQ
Shares Held
790
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $18,574,820 across 10 Drug Manufacturers - General names.

# Ticker Company Shares Value (USD) Open

All Filings in NVS

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $120,672 790
2025-12-31 $100,645 730
2025-09-30 $45,396 354
2025-06-30 $57,600 476
2025-03-31 $40,132 360
2024-12-31 $36,880 379
2024-09-30 $43,592 379
2024-06-30 $40,348 379
2024-03-31 $36,660 379
2023-12-31 $38,772 384
2023-09-30 $39,114 384