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Strategic Wealth Advisors LLC

Position in NVS — Novartis AG

CIK 2107449 SCOTTSDALE, AZ

Position in NVS

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$52
-$58,298 QoQ
Shares Held
382
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,602
of 1,602 holders
Holding Since
Dec 2025
3 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

Strategic Wealth Advisors LLC holds $43,997 across 10 Drug Manufacturers - General names. NVS ranks #6 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 NVS
Novartis AG
This page
382 $52

All Filings in NVS

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $52 382
2026-03-31 $58,350 382
2025-12-31 $52,666 382