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TRITONPOINT WEALTH, LLC

Position in NVS — Novartis AG

CIK 2008171 CHEVY CHASE, MD

Position in NVS

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$253,572
+$36,847 QoQ
Shares Held
1,618
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,212
of 1,603 holders
Holding Since
Dec 2023
5 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

TRITONPOINT WEALTH, LLC holds $34,735,241 across 9 Drug Manufacturers - General names. NVS ranks #9 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NVS

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $253,572 1,618
2025-09-30 $216,725 1,690
2025-06-30 $202,570 1,674
2024-03-31 $208,646 2,157
2023-12-31 $290,490 2,877