Position in NVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,037,223
+$316,356 QoQ
Shares Held
83,188
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#146
of 1,602 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $278,636,214 across 15 Drug Manufacturers - General names. NVS ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
326,887 | $118,372,320 | |
| 2 | JNJ |
Johnson & Johnson
|
232,434 | $59,031,262 | |
| 3 | LLY |
ELI LILLY & Co
|
25,471 | $30,550,684 | |
| 4 | ABBV |
AbbVie Inc.
|
116,898 | $29,416,212 | |
| 5 | MRK |
Merck & Co., Inc.
|
117,498 | $15,098,493 | |
| 6 | NVS |
Novartis AG
This page
|
83,188 | $13,037,223 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
129,968 | $7,488,756 | |
| 8 | PFE |
Pfizer Inc
|
103,650 | $2,495,892 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,037,223 | 83,188 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,720,867 | 83,279 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,649,877 | 84,499 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $10,862,825 | 84,707 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $10,385,441 | 85,823 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $9,496,646 | 85,187 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $11,335,544 | 116,489 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $13,476,778 | 117,169 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $12,953,626 | 121,676 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $13,453,014 | 139,078 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $15,251,114 | 151,046 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,589,265 | 153,046 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $15,718,548 | 155,768 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $15,418,556 | 167,593 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $16,136,457 | 177,871 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $13,777,952 | 181,265 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $15,563,071 | 184,113 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $18,905,035 | 215,442 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $18,892,207 | 215,985 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $18,067,082 | 220,923 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $20,258,290 | 222,033 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $19,649,287 | 229,870 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $22,351,769 | 236,702 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $20,938,750 | 240,786 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $20,487,431 | 234,571 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $19,595,314 | 237,663 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||