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Hopwood Financial Services, Inc.

Position in NVS — Novartis AG

CIK 2023166 RESTON, VA

Position in NVS

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$375,344
+$7,981 QoQ
Shares Held
2,395
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,015
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

Hopwood Financial Services, Inc. holds $2,684,193 across 4 Drug Manufacturers - General names. NVS ranks #4 (14.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 NVS
Novartis AG
This page
2,395 $375,344

All Filings in NVS

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $375,344 2,395
2026-03-31 $367,363 2,405
2025-12-31 $334,334 2,425
2025-09-30 $310,982 2,425
2025-06-30 $293,449 2,425
2025-03-31 $270,339 2,425
2024-12-31 $235,976 2,425