Bluebird Wealth Management LLC

Position in NVS — Novartis AG

CIK 2104503 MEDFIELD, MA

Position in NVS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$223,012

+$19,091 QoQ

Shares Held

1,423

+6.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,269

of 1,603 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Bluebird Wealth Management LLC holds $3,707,538 across 4 Drug Manufacturers - General names. NVS ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,863	$2,234,538
2	JNJ	Johnson & Johnson	4,072	$1,034,165
3	NVS	Novartis AG This page	1,423	$223,012
4	AMGN	Amgen Inc	596	$215,823

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,012	1,423	+6.6%	Shares	Sole	2026-08-05
2026-03-31	$203,921	1,335	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.