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Matthew Goff Investment Advisor, LLC

Position in NVS — Novartis AG

CIK 935359 HOUSTON, TX

Position in NVS

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$13,003,215
+$79,649 QoQ
Shares Held
82,971
-1.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.69%
of 13F equity value
Holder Rank
#147
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Matthew Goff Investment Advisor, LLC holds $40,055,176 across 5 Drug Manufacturers - General names. NVS ranks #2 (32.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 NVS
Novartis AG
This page
82,971 $13,003,215

All Filings in NVS

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,003,215 82,971
2026-03-31 $12,923,566 84,606
2025-12-31 $11,836,828 85,855
2025-09-30 $11,320,642 88,277
2025-06-30 $10,740,726 88,759
2025-03-31 $9,961,964 89,361
2024-12-31 $8,517,933 87,534
2024-09-30 $10,061,489 87,476
2024-06-30 $9,358,153 87,903
2024-03-31 $8,181,713 84,583
2023-12-31 $8,375,663 82,952
2023-09-30 $8,507,550 83,522
2023-06-30 $8,443,442 83,673
2023-03-31 $7,559,180 82,165
2022-12-31 $7,484,762 82,504
2022-09-30 $6,224,306 81,888
2022-06-30 $6,772,036 80,114
2022-03-31 $6,197,607 70,628
2021-12-31 $5,303,743 60,635
2021-09-30 $4,902,302 59,945
2021-06-30 $5,255,971 57,606
2021-03-31 $4,602,414 53,842
2020-12-31 $5,118,483 54,204
2020-09-30 $4,379,218 50,359
2020-06-30 $4,271,450 48,906
2020-03-31 $3,965,185 48,092