Osprey Private Wealth LLC

Position in NVS — Novartis AG

CIK 2041805 NEW YORK, NY

Position in NVS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,567,200

+$39,700 QoQ

Shares Held

10,000

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#493

of 1,603 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Osprey Private Wealth LLC holds $34,403,899 across 5 Drug Manufacturers - General names. NVS ranks #5 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	60,006	$15,099,909
2	JNJ	Johnson & Johnson	42,607	$10,820,899
3	MRK	Merck & Co., Inc.	35,180	$4,520,630
4	LLY	ELI LILLY & Co	1,997	$2,395,261
5	NVS	Novartis AG This page	10,000	$1,567,200

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,567,200	10,000	0.0%	Shares	Sole	2026-08-03
2026-03-31	$1,527,500	10,000	0.0%	Shares	Sole	2026-05-01
2025-12-31	$1,378,700	10,000	+39.9%	Shares	Sole	2026-02-04
2025-09-30	$916,916	7,150	+7.1%	Shares	Sole	2025-10-08
2025-06-30	$807,741	6,675	+1.5%	Shares	Sole	2025-07-07
2025-03-31	$732,981	6,575	—	Shares	Sole	2025-04-16
No filing history on record for this holder in this stock.