Maia Wealth LLC

Position in NVS — Novartis AG

CIK 2010858 DENVER, CO

Position in NVS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$328,485

-$32,463 QoQ

Shares Held

2,096

-11.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,077

of 1,603 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Maia Wealth LLC holds $12,957,169 across 6 Drug Manufacturers - General names. NVS ranks #4 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	6,126	$7,347,708
2	JNJ	Johnson & Johnson	16,733	$4,249,680
3	ABBV	AbbVie Inc.	2,232	$561,660
4	NVS	Novartis AG This page	2,096	$328,485
5	PFE	Pfizer Inc	9,855	$237,308
6	MRK	Merck & Co., Inc.	1,808	$232,328

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,485	2,096	-11.3%	Shares	Sole	2026-07-28
2026-03-31	$360,948	2,363	-6.1%	Shares	Sole	2026-05-08
2025-12-31	$347,018	2,517	-4.4%	Shares	Sole	2026-02-17
2025-09-30	$337,655	2,633	+1.8%	Shares	Sole	2025-11-13
2025-06-30	$312,931	2,586	-21.3%	Shares	Sole	2025-08-13
2025-03-31	$366,323	3,286	+0.7%	Shares	Sole	2025-05-12
2024-12-31	$317,619	3,264	+37.8%	Shares	Sole	2025-02-05
2024-09-30	$272,367	2,368	—	Shares	Sole	2024-10-30
No filing history on record for this holder in this stock.