DELPHI MANAGEMENT INC /MA/

Position in NVS — Novartis AG

CIK 767684 BROOKLINE, MA

Position in NVS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,250,939

+$30,772 QoQ

Shares Held

7,982

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#565

of 1,603 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

DELPHI MANAGEMENT INC /MA/ holds $2,738,383 across 2 Drug Manufacturers - General names. NVS ranks #2 (45.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ABBV	AbbVie Inc.	5,911	$1,487,444
2	NVS	Novartis AG This page	7,982	$1,250,939

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,250,939	7,982	-0.1%	Shares	Sole	2026-07-31
2026-03-31	$1,220,167	7,988	-31.9%	Shares	Sole	2026-04-20
2025-12-31	$1,616,250	11,723	-2.8%	Shares	Sole	2026-01-21
2025-09-30	$1,547,087	12,064	-0.7%	Shares	Sole	2025-10-15
2025-06-30	$1,469,908	12,147	-8.7%	Shares	Sole	2025-07-07
2025-03-31	$1,482,572	13,299	-7.1%	Shares	Sole	2025-04-08
2024-12-31	$1,392,408	14,309	+8.6%	Shares	Sole	2025-02-10
2024-09-30	$1,516,078	13,181	-21.9%	Shares	Sole	2025-02-10
2024-06-30	$1,797,257	16,882	+2.4%	Shares	Sole	2024-08-26
2024-03-31	$1,594,013	16,479	+8.8%	Shares	Sole	2024-05-21
2023-12-31	$1,529,695	15,150	+13.4%	Shares	Sole	2024-05-20
2023-09-30	$1,360,544	13,357	+5.0%	Shares	Sole	2024-01-25
2023-06-30	$1,283,676	12,721	-14.4%	Shares	Sole	2023-08-28
2022-12-31	$1,347,917	14,858	-11.5%	Shares	Sole	2023-07-11
2021-12-31	$1,468,358	16,787	+24.6%	Shares	Sole	2022-02-15
2021-09-30	$1,101,821	13,473	+1.3%	Shares	Sole	2021-11-15
2021-06-30	$1,213,948	13,305	+3.3%	Shares	Sole	2021-08-16
2021-03-31	$1,100,469	12,874	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.