LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Position in NVS — Novartis AG

CIK 932974 BOSTON, MA

Back to NVS Full portfolio

Position in NVS

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

Position Value

$1,867,632

+$798,688 QoQ

Shares Held

11,917

+70.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#448

of 1,602 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $220,949,345 across 14 Drug Manufacturers - General names. NVS ranks #6 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	59,780	$71,701,930
2	JNJ	Johnson & Johnson	252,775	$64,197,266
3	MRK	Merck & Co., Inc.	332,735	$42,756,447
4	AMGN	Amgen Inc	50,038	$18,119,760
5	ABBV	AbbVie Inc.	61,527	$15,482,654
6	NVS	Novartis AG This page	11,917	$1,867,632
7	NVO	Novo Nordisk A S	36,192	$1,735,044
8	PFE	Pfizer Inc	56,816	$1,368,129

All Filings in NVS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,867,632	11,917	+70.3%	Shares	Sole	2026-07-30
2026-03-31	$1,068,944	6,998	+0.3%	Shares	Sole	2026-04-13
2025-12-31	$961,781	6,976	+6.5%	Shares	Sole	2026-01-28
2025-09-30	$840,100	6,551	0.0%	Shares	Sole	2025-10-24
2025-06-30	$792,736	6,551	0.0%	Shares	Sole	2025-07-30
2025-03-31	$730,305	6,551	-4.9%	Shares	Sole	2025-04-24
2024-12-31	$670,563	6,891	-8.1%	Shares	Sole	2025-01-28
2024-09-30	$862,189	7,496	0.0%	Shares	Sole	2024-10-25
2024-06-30	$798,024	7,496	+5.6%	Shares	Sole	2024-07-17
2024-03-31	$686,396	7,096	-9.2%	Shares	Sole	2024-04-23
2023-12-31	$788,676	7,811	0.0%	Shares	Sole	2024-02-01
2023-09-30	$795,628	7,811	-5.3%	Shares	Sole	2023-11-03
2023-06-30	$832,002	8,245	-7.0%	Shares	Sole	2023-08-01
2023-03-31	$816,040	8,870	-11.7%	Shares	Sole	2023-05-02
2022-12-31	$911,282	10,045	0.0%	Shares	Sole	2023-03-02
2022-09-30	$763,520	10,045	-8.2%	Shares	Sole	2022-10-25
2022-06-30	$925,011	10,943	-8.2%	Shares	Sole	2022-07-26
2022-03-31	$1,046,243	11,923	+0.4%	Shares	Sole	2022-04-13
2021-12-31	$1,038,531	11,873	-15.4%	Shares	Sole	2022-02-14
2021-09-30	$1,147,046	14,026	-11.0%	Shares	Sole	2021-11-12
2021-06-30	$1,438,033	15,761	+1.3%	Shares	Sole	2021-08-13
2021-03-31	$1,330,410	15,564	-20.1%	Shares	Sole	2021-04-14
2020-12-31	$1,839,874	19,484	-7.5%	Shares	Sole	2021-01-14
2020-09-30	$1,831,203	21,058	-3.7%	Shares	Sole	2020-10-15
2020-06-30	$1,909,077	21,858	+4.7%	Shares	Sole	2020-07-30
2020-03-31	$1,722,050	20,886	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.