Nolet Wealth Management, LLC

Position in NVS — Novartis AG

CIK 2056656 FORT WORTH, TX

Position in NVS

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$294,633

+$39,999 QoQ

Shares Held

1,880

+12.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#1,143

of 1,603 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Nolet Wealth Management, LLC holds $2,873,903 across 6 Drug Manufacturers - General names. NVS ranks #5 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	699	$838,400
2	JNJ	Johnson & Johnson	2,581	$655,495
3	ABBV	AbbVie Inc.	2,050	$515,861
4	NVO	Novo Nordisk A S	6,996	$335,388
5	NVS	Novartis AG This page	1,880	$294,633
6	MRK	Merck & Co., Inc.	1,822	$234,126

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,633	1,880	+12.8%	Shares	Defined	2026-07-10
2026-03-31	$254,634	1,667	—	Shares	Defined	2026-05-05
No filing history on record for this holder in this stock.