Madson Wealth Advisors Inc

Position in NVS — Novartis AG

CIK 2129795 SANTA ROSA, CA

Position in NVS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,143,899

+$142,012 QoQ

Shares Held

7,299

+11.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.17%

of 13F equity value

Holder Rank

#579

of 1,603 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Madson Wealth Advisors Inc holds $5,602,449 across 5 Drug Manufacturers - General names. NVS ranks #3 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	7,597	$1,929,410
2	LLY	ELI LILLY & Co	986	$1,182,638
3	NVS	Novartis AG This page	7,299	$1,143,899
4	MRK	Merck & Co., Inc.	5,730	$736,305
5	AZN	Astrazeneca PLC	3,218	$610,197

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,143,899	7,299	+11.3%	Shares	Sole	2026-07-21
2026-03-31	$1,001,887	6,559	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.