Atlantic Edge Private Wealth Management, LLC

Position in NVS — Novartis AG

CIK 2011145 JACKSONVILLE, FL

Back to NVS Full portfolio

Position in NVS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$355,754

+$15,122 QoQ

Shares Held

2,270

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,042

of 1,603 holders

Holding Since

Dec 2023

11 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

Atlantic Edge Private Wealth Management, LLC holds $6,040,146 across 12 Drug Manufacturers - General names. NVS ranks #5 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc.	17,433	$2,240,140
2	LLY	ELI LILLY & Co	1,291	$1,548,464
3	JNJ	Johnson & Johnson	3,045	$773,338
4	ABBV	AbbVie Inc.	2,417	$608,213
5	NVS	Novartis AG This page	2,270	$355,754
6	AMGN	Amgen Inc	923	$334,236
7	BMY	Bristol Myers Squibb Co	1,650	$95,073
8	AZN	Astrazeneca PLC	207	$39,251

All Filings in NVS

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,754	2,270	+1.8%	Shares	Sole	2026-07-23
2026-03-31	$340,632	2,230	0.0%	Shares	Sole	2026-04-22
2025-12-31	$307,450	2,230	+3.5%	Shares	Sole	2026-01-27
2025-09-30	$276,357	2,155	0.0%	Shares	Sole	2025-10-24
2025-06-30	$260,776	2,155	-15.7%	Shares	Sole	2025-07-30
2025-03-31	$284,831	2,555	0.0%	Shares	Sole	2025-04-29
2024-12-31	$248,627	2,555	0.0%	Shares	Sole	2025-01-29
2024-09-30	$293,876	2,555	+3.0%	Shares	Sole	2024-11-06
2024-06-30	$264,020	2,480	+2.5%	Shares	Sole	2024-07-26
2024-03-31	$234,086	2,420	0.0%	Shares	Sole	2024-05-08
2023-12-31	$244,347	2,420	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.