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Mosley Wealth Management

Position in NVS — Novartis AG

CIK 2011849 ANAHEIM, CA

Position in NVS

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$18,649
+$319 QoQ
Shares Held
119
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,498
of 1,603 holders
Holding Since
Dec 2023
7 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

Mosley Wealth Management holds $2,932,900 across 13 Drug Manufacturers - General names. NVS ranks #9 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NVS

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,649 119
2026-03-31 $18,330 120
2024-12-31 $286,869 2,948
2024-09-30 $290,770 2,528
2024-06-30 $238,257 2,238
2024-03-31 $206,325 2,133
2023-12-31 $223,749 2,216