Unique Wealth Strategies, LLC

Position in NVS — Novartis AG

CIK 2009809 BURR RIDGE, IL

Position in NVS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,252,506

+$31,728 QoQ

Shares Held

7,992

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#564

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

Unique Wealth Strategies, LLC holds $3,783,462 across 5 Drug Manufacturers - General names. NVS ranks #1 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVS	Novartis AG This page	7,992	$1,252,506
2	ABBV	AbbVie Inc.	3,306	$831,921
3	AMGN	Amgen Inc	2,190	$793,042
4	BMY	Bristol Myers Squibb Co	10,582	$609,734
5	LLY	ELI LILLY & Co	247	$296,259

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,252,506	7,992	0.0%	Shares	Sole	2026-07-15
2026-03-31	$1,220,778	7,992	-23.5%	Shares	Sole	2026-07-15
2025-12-31	$1,440,190	10,446	-0.7%	Shares	Sole	2026-07-14
2025-09-30	$1,348,571	10,516	+1.5%	Shares	Sole	2026-07-14
2025-06-30	$1,253,784	10,361	+0.7%	Shares	Sole	2026-07-14
2025-03-31	$1,147,352	10,292	-1.1%	Shares	Sole	2026-07-14
2024-12-31	$1,012,705	10,407	-3.3%	Shares	Sole	2026-07-14
2024-09-30	$1,237,385	10,758	+9.5%	Shares	Sole	2026-07-14
2024-06-30	$1,046,075	9,826	0.0%	Shares	Sole	2024-07-24
2024-03-31	$950,468	9,826	+20.3%	Shares	Sole	2024-04-26
2023-12-31	$824,924	8,170	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.