Barnes Dennig Private Wealth Management LLC
Position in NVS — Novartis AG
CIK 2058270
CINCINNATI, OH
Position in NVS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$166,123
+$237 QoQ
Shares Held
1,060
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,335
of 1,603 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Barnes Dennig Private Wealth Management LLC holds $5,736,570 across 9 Drug Manufacturers - General names. NVS ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
11,393 | $4,125,633 | |
| 2 | LLY |
ELI LILLY & Co
|
646 | $774,831 | |
| 3 | JNJ |
Johnson & Johnson
|
2,443 | $620,448 | |
| 4 | NVS |
Novartis AG
This page
|
1,060 | $166,123 | |
| 5 | MRK |
Merck & Co., Inc.
|
335 | $43,047 | |
| 6 | NVO |
Novo Nordisk A S
|
68 | $3,259 | |
| 7 | BIIB |
Biogen Inc.
|
7 | $1,512 | |
| 8 | PFE |
Pfizer Inc
|
40 | $963 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,123 | 1,060 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $165,886 | 1,086 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $149,726 | 1,086 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||