Mattson Financial Services, LLC

Position in NVS — Novartis AG

CIK 2034595 KENTWOOD, MI

Position in NVS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$304,193

+$14,732 QoQ

Shares Held

1,941

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,126

of 1,603 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Mattson Financial Services, LLC holds $10,614,868 across 6 Drug Manufacturers - General names. NVS ranks #6 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	14,182	$3,601,802
2	LLY	ELI LILLY & Co	2,357	$2,827,056
3	AZN	Astrazeneca PLC	7,238	$1,372,469
4	ABBV	AbbVie Inc.	5,144	$1,294,436
5	AMGN	Amgen Inc	3,355	$1,214,912
6	NVS	Novartis AG This page	1,941	$304,193

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$304,193	1,941	+2.4%	Shares	Sole	2026-08-04
2026-03-31	$289,461	1,895	+15691.7%	Shares	Sole	2026-05-11
2025-03-31	$1,337	12	—	Shares	Sole	2025-05-22
No filing history on record for this holder in this stock.