How many shares of NVS does NewEdge Wealth, LLC own?

As of 2026-Q2, NewEdge Wealth, LLC holds 579,486 shares of NVS (NOVARTIS AG-SPONSORED ADR).

What is NewEdge Wealth, LLC's NVS position worth?

As of 2026-Q2, NewEdge Wealth, LLC's NVS position is worth $90.8M.

In 2026-Q2, NewEdge Wealth, LLC increased their NVS position (+6.0% change in shares).

Based on available 13F filings, NewEdge Wealth, LLC first reported a position in NVS in 2020-Q4. They have held the position across 23 quarters.

Position history for NewEdge Wealth, LLC's holdings in NOVARTIS AG-SPONSORED ADR

Current Value

$90.8M

Current Shares

579,486

Total Value Change

+$89.2M

Total Shares Change

+562,095

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	579,486	+6.0%	$90.8M	0.9%	$156.72	45
2026-Q1	Increased	546,505	+8.2%	$83.5M	1.0%	$164.18	45
2025-Q4	Increased	505,339	+3.9%	$69.7M	0.8%	$138.72	43
2025-Q3	Increased	486,464	+4.4%	$61.1M	0.9%	$124.10	43
2025-Q2	Increased	465,916	+7.9%	$54M	0.8%	$120.01	45
2025-Q1	Increased	431,838	+1.7%	$48.1M	0.9%	$112.57	42
2024-Q4	Increased	424,648	+8.3%	$41.3M	0.7%	$93.84	45
2024-Q3	Increased	392,250	+7.7%	$45.1M	0.8%	$111.46	44
2024-Q2	Increased	364,060	+2.5%	$38.8M	0.8%	$102.64	42
2024-Q1	Increased	355,010	+9.3%	$34.6M	0.8%	$93.26	45
2023-Q4	Increased	324,901	+15.3%	$32.8M	0.8%	$93.80	47
2023-Q3	Increased	281,795	+18.3%	$28.7M	0.9%	$94.63	48
2023-Q2	Increased	238,248	+88.3%	$24M	0.8%	$92.31	63
2023-Q1	Increased	126,529	+12.3%	$11.6M	0.4%	$85.08	37
2022-Q4	Increased	112,682	+6.3%	$10.2M	0.4%	$80.77	35
2022-Q3	Increased	106,000	+9.5%	$8.1M	0.4%	$68.17	36
2022-Q2	Increased	96,791	+17.4%	$8.2M	0.4%	$75.47	38
2022-Q1	Increased	82,458	+12.4%	$7.2M	0.3%	$78.31	37
2021-Q4	Increased	73,364	+7.2%	$6.4M	0.3%	$74.74	35
2021-Q3	Increased	68,440	+4.2%	$5.6M	0.3%	$70.83	34
2021-Q2	Increased	65,658	+10.7%	$6M	0.5%	$78.47	36
2021-Q1	Increased	59,320	+241.1%	$5.1M	0.5%	$74.36	61
2020-Q4	New	17,391	-	$1.6M	0.5%	$77.52	50