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Turtle Creek Wealth Advisors, LLC

Position in NVS — Novartis AG

CIK 2007171 DALLAS, TX

Position in NVS

as of Mar 31, 2026 · filed Apr 27, 2026
Position Value
$570,215
+$213,270 QoQ
Shares Held
3,733
+44.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Turtle Creek Wealth Advisors, LLC holds $73,913,810 across 10 Drug Manufacturers - General names.

# Ticker Company Shares Value (USD) Open

All Filings in NVS

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $570,215 3,733
2025-12-31 $356,945 2,589