Goldstone Financial Group, LLC

Position in NVS — Novartis AG

CIK 2040021 OAKBROOK TERRACE, IL

Position in NVS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$850,989

-$40,765 QoQ

Shares Held

5,430

-7.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#675

of 1,603 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Goldstone Financial Group, LLC holds $6,133,464 across 6 Drug Manufacturers - General names. NVS ranks #2 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	13,814	$3,476,154
2	NVS	Novartis AG This page	5,430	$850,989
3	LLY	ELI LILLY & Co	473	$567,330
4	MRK	Merck & Co., Inc.	4,391	$564,243
5	AMGN	Amgen Inc	960	$347,635
6	JNJ	Johnson & Johnson	1,288	$327,113

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$850,989	5,430	-7.0%	Shares	Sole	2026-08-11
2026-03-31	$891,754	5,838	-15.1%	Shares	Sole	2026-04-24
2025-12-31	$948,407	6,879	+3.6%	Shares	Sole	2026-02-13
2025-09-30	$851,128	6,637	+6.2%	Shares	Sole	2025-10-17
2025-06-30	$756,433	6,251	+28.3%	Shares	Sole	2025-07-08
2025-03-31	$543,242	4,873	-5.3%	Shares	Sole	2025-04-16
2024-12-31	$500,757	5,146	+19.3%	Shares	Sole	2025-01-15
2024-09-30	$496,196	4,314	+12.5%	Shares	Sole	2024-10-28
2024-06-30	$408,167	3,834	+17.5%	Shares	Sole	2025-01-15
2024-03-31	$315,629	3,263	+44.5%	Shares	Sole	2025-01-15
2023-12-31	$227,990	2,258	+3.6%	Shares	Sole	2025-01-15
2023-09-30	$221,952	2,179	-7.2%	Shares	Sole	2025-01-15
2023-06-30	$236,936	2,348	-2.7%	Shares	Sole	2025-01-15
2023-03-31	$221,996	2,413	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.