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Colter Lewis Investment Partners LLC

Position in NVS — Novartis AG

CIK 2107902 GREENWICH, CT

Position in NVS

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$753,515
New position
Shares Held
4,933
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Colter Lewis Investment Partners LLC holds $538,155 across 2 Drug Manufacturers - General names.

# Ticker Company Shares Value (USD) Open

All Filings in NVS

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $753,515 4,933