Corient IA LLC

Position in NVS — Novartis AG

CIK 2058426 MIAMI, FL

Position in NVS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$161,421

-$301,411 QoQ

Shares Held

1,030

-66.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,338

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

Corient IA LLC holds $3,212,123 across 7 Drug Manufacturers - General names. NVS ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,670	$2,003,048
2	GILD	Gilead Sciences, Inc.	3,540	$447,243
3	AMGN	Amgen Inc	890	$322,286
4	NVS	Novartis AG This page	1,030	$161,421
5	GSK	GSK plc	1,980	$103,791
6	SNY	Sanofi	2,120	$90,439
7	NVO	Novo Nordisk A S	1,750	$83,895

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$161,421	1,030	-66.0%	Shares	Sole	2026-08-12
2026-03-31	$462,832	3,030	0.0%	Shares	Sole	2026-05-14
2025-12-31	$417,746	3,030	-39.4%	Shares	Sole	2026-02-13
2025-09-30	$641,200	5,000	0.0%	Shares	Sole	2025-11-12
2025-06-30	$605,050	5,000	0.0%	Shares	Sole	2025-08-14
2025-03-31	$557,400	5,000	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.