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Haven Private, LLC

Position in NVS — Novartis AG

CIK 2053665 ORLANDO, FL

Position in NVS

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$516,549
-$41,599 QoQ
Shares Held
3,296
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#874
of 1,603 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Haven Private, LLC holds $1,693,623 across 4 Drug Manufacturers - General names. NVS ranks #2 (30.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 NVS
Novartis AG
This page
3,296 $516,549

All Filings in NVS

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $516,549 3,296
2026-03-31 $558,148 3,654
2025-12-31 $489,300 3,549
2025-09-30 $435,887 3,399
2025-06-30 $673,783 5,568
2025-03-31 $344,250 3,088
2024-12-31 $285,994 2,939