CURA WEALTH ADVISORS, LLC

Position in NVS — Novartis AG

CIK 2056729 CHICAGO, IL

Position in NVS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$291,969

+$7,396 QoQ

Shares Held

1,863

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,147

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

CURA WEALTH ADVISORS, LLC holds $75,575,907 across 6 Drug Manufacturers - General names. NVS ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	289,872	$72,943,390
2	JNJ	Johnson & Johnson	3,020	$766,989
3	LLY	ELI LILLY & Co	602	$722,056
4	PFE	Pfizer Inc	21,140	$509,051
5	MRK	Merck & Co., Inc.	2,665	$342,452
6	NVS	Novartis AG This page	1,863	$291,969

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,969	1,863	0.0%	Shares	Sole	2026-08-06
2026-03-31	$284,573	1,863	-0.2%	Shares	Sole	2026-05-08
2025-12-31	$257,403	1,867	-6.1%	Shares	Sole	2026-01-23
2025-09-30	$254,941	1,988	+4.3%	Shares	Sole	2025-11-14
2025-06-30	$230,645	1,906	-4.3%	Shares	Sole	2025-08-14
2025-03-31	$221,956	1,991	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.