Three Seasons Wealth, LLC

Position in NVS — Novartis AG

CIK 2044495 SALT LAKE CITY, UT

Position in NVS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$604,469

+$85,119 QoQ

Shares Held

3,857

+13.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#806

of 1,603 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Three Seasons Wealth, LLC holds $7,145,374 across 5 Drug Manufacturers - General names. NVS ranks #4 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BMY	Bristol Myers Squibb Co	38,187	$2,200,334
2	LLY	ELI LILLY & Co	1,810	$2,170,968
3	MRK	Merck & Co., Inc.	15,046	$1,933,411
4	NVS	Novartis AG This page	3,857	$604,469
5	JNJ	Johnson & Johnson	930	$236,192

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$604,469	3,857	+13.4%	Shares	Sole	2026-08-13
2026-03-31	$519,350	3,400	0.0%	Shares	Sole	2026-05-05
2025-12-31	$468,758	3,400	0.0%	Shares	Sole	2026-01-15
2025-09-30	$436,016	3,400	0.0%	Shares	Sole	2025-10-17
2025-06-30	$411,434	3,400	0.0%	Shares	Sole	2025-07-10
2025-03-31	$379,032	3,400	0.0%	Shares	Sole	2025-05-09
2024-12-31	$330,854	3,400	0.0%	Shares	Sole	2025-02-14
2024-09-30	$391,068	3,400	—	Shares	Sole	2025-04-04
No filing history on record for this holder in this stock.