Blake Schutter Theil Wealth Advisors, LLC

Position in NVS — Novartis AG

CIK 2042011 DAYTON, OH

Position in NVS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$471,883

+$11,953 QoQ

Shares Held

3,011

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

#913

of 1,603 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Healthcare · as of Jun 30, 2026

Blake Schutter Theil Wealth Advisors, LLC holds $2,717,486 across 5 Drug Manufacturers - General names. NVS ranks #3 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	4,361	$1,107,563
2	MRK	Merck & Co., Inc.	5,065	$650,852
3	NVS	Novartis AG This page	3,011	$471,883
4	LLY	ELI LILLY & Co	235	$281,866
5	AMGN	Amgen Inc	567	$205,322

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$471,883	3,011	0.0%	Shares	Sole	2026-07-15
2026-03-31	$459,930	3,011	0.0%	Shares	Sole	2026-05-04
2025-12-31	$415,126	3,011	0.0%	Shares	Sole	2026-02-02
2025-09-30	$386,130	3,011	0.0%	Shares	Sole	2025-11-04
2025-06-30	$364,361	3,011	0.0%	Shares	Sole	2025-07-31
2025-03-31	$335,666	3,011	-10.5%	Shares	Sole	2025-05-02
2024-12-31	$327,253	3,363	-0.4%	Shares	Sole	2025-02-07
2024-09-30	$388,422	3,377	—	Shares	Sole	2024-10-31
No filing history on record for this holder in this stock.