Park Square Financial Group, LLC

Position in NVS — Novartis AG

CIK 2058285 ROSWELL, GA

Position in NVS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,664

-$1,002 QoQ

Shares Held

-29.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,580

of 1,603 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Park Square Financial Group, LLC holds $191,148 across 6 Drug Manufacturers - General names. NVS ranks #6 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	120	$143,930
2	JNJ	Johnson & Johnson	81	$20,571
3	MRK	Merck & Co., Inc.	76	$9,766
4	AZN	Astrazeneca PLC	43	$8,153
5	GILD	Gilead Sciences, Inc.	48	$6,064
6	NVS	Novartis AG This page	17	$2,664

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,664	17	-29.2%	Shares	Sole	2026-07-31
2026-03-31	$3,666	24	-84.0%	Shares	Sole	2026-05-13
2025-12-31	$20,680	150	-13.3%	Shares	Sole	2026-02-05
2025-09-30	$22,185	173	-53.6%	Shares	Sole	2025-11-12
2025-06-30	$45,136	373	+39.2%	Shares	Sole	2025-08-12
2025-03-31	$29,875	268	-14.4%	Shares	Sole	2025-05-01
2024-12-31	$30,457	313	—	Shares	Sole	2025-02-28
No filing history on record for this holder in this stock.