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Tripletail Wealth Management, LLC

Position in NVS — Novartis AG

CIK 2079812 ORLANDO, FL

Position in NVS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$123,808
+$33,686 QoQ
Shares Held
790
+33.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,354
of 1,603 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Tripletail Wealth Management, LLC holds $2,827,313 across 10 Drug Manufacturers - General names. NVS ranks #6 (4.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 NVS
Novartis AG
This page
790 $123,808

All Filings in NVS

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $123,808 790
2026-03-31 $90,122 590
2025-12-31 $81,343 590
2025-09-30 $75,661 590