Gerald Baker Financial Group LLC

Position in NVS — Novartis AG

CIK 2133489 ARLINGTON, TX

Position in NVS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$343,843

+$8,710 QoQ

Shares Held

2,194

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,059

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

Gerald Baker Financial Group LLC holds $9,779,165 across 5 Drug Manufacturers - General names. NVS ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	18,304	$4,648,666
2	ABBV	AbbVie Inc.	9,646	$2,427,319
3	MRK	Merck & Co., Inc.	13,402	$1,722,157
4	PFE	Pfizer Inc	26,461	$637,180
5	NVS	Novartis AG This page	2,194	$343,843

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,843	2,194	0.0%	Shares	Sole	2026-08-03
2026-03-31	$335,133	2,194	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.