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Payne Capital LLC

Position in NVS — Novartis AG

CIK 2094426 LAKE OSWEGO, OR

Position in NVS

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$783,600
+$19,850 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.44%
of 13F equity value
Holder Rank
#706
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

Payne Capital LLC holds $3,134,686 across 4 Drug Manufacturers - General names. NVS ranks #2 (25.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 NVS
Novartis AG
This page
5,000 $783,600

All Filings in NVS

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $783,600 5,000
2026-03-31 $763,750 5,000
2025-12-31 $689,350 5,000
2025-09-30 $641,200 5,000