Clearstead Advisors, LLC

Position in NVS — Novartis AG

CIK 842775 CLEVELAND, OH

Position in NVS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,955,456

-$1,349,246 QoQ

Shares Held

25,239

-27.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#306

of 1,602 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Clearstead Advisors, LLC holds $207,269,806 across 16 Drug Manufacturers - General names. NVS ranks #8 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	55,467	$66,528,789
2	JNJ	Johnson & Johnson	234,177	$59,473,932
3	ABBV	AbbVie Inc.	111,021	$27,937,324
4	AMGN	Amgen Inc	40,211	$14,561,207
5	MRK	Merck & Co., Inc.	112,376	$14,440,316
6	BMY	Bristol Myers Squibb Co	128,389	$7,397,774
7	PFE	Pfizer Inc	197,145	$4,747,251
8	NVS	Novartis AG This page	25,239	$3,955,456

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,955,456	25,239	-27.3%	Shares	Sole	2026-08-06
2026-03-31	$5,304,702	34,728	+81.5%	Shares	Sole	2026-05-06
2025-12-31	$2,637,453	19,130	+0.6%	Shares	Sole	2026-02-09
2025-09-30	$2,438,868	19,018	-0.1%	Shares	Sole	2025-11-10
2025-06-30	$2,304,514	19,044	+0.7%	Shares	Sole	2025-08-08
2025-03-31	$2,108,755	18,916	-0.6%	Shares	Sole	2025-05-13
2024-12-31	$1,851,128	19,023	-3.2%	Shares	Sole	2025-02-10
2024-09-30	$2,260,258	19,651	-9.3%	Shares	Sole	2024-11-13
2024-06-30	$2,305,923	21,660	+1.2%	Shares	Sole	2024-08-12
2024-03-31	$2,069,828	21,398	0.0%	Shares	Sole	2024-05-14
2023-12-31	$2,160,556	21,398	-6.5%	Shares	Sole	2024-02-12
2023-09-30	$2,332,186	22,896	+0.1%	Shares	Sole	2023-11-07
2023-06-30	$2,308,215	22,874	+0.4%	Shares	Sole	2023-08-07
2023-03-31	$2,096,128	22,784	0.0%	Shares	Sole	2023-05-09
2022-12-31	$2,066,964	22,784	-5.4%	Shares	Sole	2023-02-14
2022-09-30	$1,830,624	24,084	-1.4%	Shares	Sole	2022-11-15
2022-06-30	$2,063,715	24,414	0.0%	Shares	Sole	2022-08-12
2022-03-31	$2,142,328	24,414	0.0%	Shares	Sole	2022-05-04
2021-12-31	$2,135,492	24,414	-1.2%	Shares	Sole	2022-02-14
2021-09-30	$2,021,438	24,718	-1.7%	Shares	Sole	2021-11-12
2021-06-30	$2,293,591	25,138	-10.9%	Shares	Sole	2021-08-12
2021-03-31	$2,410,450	28,199	+0.3%	Shares	Sole	2021-05-14
2020-12-31	$2,655,654	28,123	+0.3%	Shares	Sole	2021-02-11
2020-09-30	$2,437,054	28,025	-2.4%	Shares	Sole	2020-11-12
2020-06-30	$2,507,007	28,704	+57.3%	Shares	Sole	2020-08-11
2020-03-31	$1,504,217	18,244	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.