HOWE & RUSLING INC

Position in NVS — Novartis AG

CIK 769963 ROCHESTER, NY

Position in NVS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$330,992

+$70,554 QoQ

Shares Held

2,112

+23.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,074

of 1,603 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Healthcare · as of Jun 30, 2026

HOWE & RUSLING INC holds $48,551,537 across 10 Drug Manufacturers - General names. NVS ranks #9 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	97,901	$24,635,807
2	AZN	Astrazeneca PLC	42,193	$8,000,635
3	JNJ	Johnson & Johnson	29,374	$7,460,114
4	MRK	Merck & Co., Inc.	24,744	$3,179,604
5	AMGN	Amgen Inc	4,998	$1,809,875
6	LLY	ELI LILLY & Co	1,076	$1,290,586
7	PFE	Pfizer Inc	35,247	$848,747
8	GILD	Gilead Sciences, Inc.	5,437	$686,910

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$330,992	2,112	+23.9%	Shares	Sole	2026-08-10
2026-03-31	$260,438	1,705	-10.1%	Shares	Sole	2026-04-28
2025-12-31	$261,401	1,896	+9.5%	Shares	Sole	2026-02-17
2022-09-30	$131,573	1,731	-32.2%	Shares	Sole	2022-11-14
2022-06-30	$215,889	2,554	+167.7%	Shares	Sole	2022-08-15
2022-03-31	$83,713	954	+7.9%	Shares	Sole	2022-05-10
2021-12-31	$77,323	884	+9.0%	Shares	Sole	2022-02-14
2021-09-30	$66,323	811	0.0%	Shares	Sole	2021-11-15
2021-06-30	$73,995	811	-2.6%	Shares	Sole	2021-08-13
2021-03-31	$71,204	833	-12.1%	Shares	Sole	2021-05-13
2020-12-31	$89,519	948	-14.0%	Shares	Sole	2021-02-08
2020-09-30	$95,829	1,102	+5.8%	Shares	Sole	2020-11-06
2020-06-30	$91,008	1,042	+36.6%	Shares	Sole	2020-07-15
2020-03-31	$62,909	763	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.