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Prospect Financial Group LLC

Position in NVS — Novartis AG

CIK 2021762 ARLINGTON, VA

Position in NVS

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$340,866
+$14,898 QoQ
Shares Held
2,175
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,063
of 1,603 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Prospect Financial Group LLC holds $2,219,700 across 5 Drug Manufacturers - General names. NVS ranks #4 (15.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 NVS
Novartis AG
This page
2,175 $340,866

All Filings in NVS

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $340,866 2,175
2026-03-31 $325,968 2,134
2025-12-31 $294,214 2,134
2025-09-30 $273,664 2,134
2025-06-30 $258,235 2,134
2025-03-31 $237,675 2,132
2024-12-31 $206,978 2,127