Novartis AG - Depositary Receipt (Common Stock)
US ˙ NYSE ˙ US66987V1098

SecurityNVS / Novartis AG - Depositary Receipt (Common Stock)
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership3,679 shares
Latest Disclosed Value $ 561,967
IFP Advisors, Inc reports 23.83% increase in ownership of NVS / Novartis AG - Depositary Receipt (Common Stock)

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 3,679 shares of Novartis AG - Depositary Receipt (Common Stock) (US:NVS) valued at $561,967 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,971 shares of Novartis AG - Depositary Receipt (Common Stock). This represents a change in shares of 23.83% during the quarter. The current value of the position is $545,964 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F NOVARTIS cs 66987V109 3,679 708 23.83 562 37.16 0.0117
2026-02-06 2025-12-31 13F NOVARTIS cs 66987V109 2,971 600 25.31 410 34.54 0.0092
2026-02-06 2025-09-30 13F/A-1 NOVARTIS AG SPONSORED ADR cs 66987V109 2,371 419 21.47 304 28.81 0.0079
2025-12-02 2025-09-30 13F NOVARTIS AG SPONSORED ADR cs 66987V109 2,371 419 304 0.0078
2025-07-24 2025-06-30 13F NOVARTIS cs 66987V109 1,952 -185 -8.66 236 -0.84 0.0067
2025-05-05 2025-03-31 13F NOVARTIS cs 66987V109 2,137 407 23.53 238 41.67 0.0073
2025-02-04 2024-12-31 13F NOVARTIS cs 66987V109 1,730 354 25.73 168 6.33 0.0055
2025-02-04 2024-09-30 13F NOVARTIS cs 66987V109 1,376 -1,084 -44.07 158 -39.46 0.0057
2024-07-30 2024-06-30 13F NOVARTIS cs 66987V109 2,460 976 65.77 262 82.52 0.0104
2024-07-30 2024-03-31 13F NOVARTIS cs 66987V109 1,484 -1,035 -41.09 144 -43.70 0.0063
2024-01-09 2023-12-31 13F NOVARTIS cs 66987V109 2,519 -1,466 -36.79 254 -37.28 0.0120
2023-10-12 2023-09-30 13F NOVARTIS cs 66987V109 3,985 1,866 88.06 406 90.14 0.0182
2023-08-14 2023-06-30 13F/A-1 NOVARTIS cs 66987V109 2,119 -987 -31.78 214 13.30 0.0089
2023-08-04 2023-06-30 13F NOVARTIS cs 66987V109 2,119 -987 129 0.0060
2023-04-18 2023-03-31 13F NOVARTIS cs 66987V109 3,106 -3,686 -54.27 189 0.0082
2023-02-07 2022-12-31 13F NOVARTIS cs 66987V109 6,792 -941 -12.17 0 -100.00 0.0114
2022-11-08 2022-09-30 13F NOVARTIS cs 66987V109 7,733 -77 -0.99 484 -0.82 0.0126
2022-09-06 2022-06-30 13F/A-1 NOVARTIS cs 66987V109 7,810 0 0.00 488 0.00 0.0156
2022-09-06 2022-03-31 13F/A-1 NOVARTIS cs 66987V109 7,810 5,225 202.13 488 113.10 0.0156
2022-08-08 2022-03-31 13F NOVARTIS AG SPONSORED ADR Stock 66987V109 3,110 525 190 0.0039
2022-01-12 2021-12-31 13F NOVARTIS AG SPONSORED ADR Stock 66987V109 2,585 -307 -10.62 229 -2.97 0.0045
2021-10-06 2021-09-30 13F NOVARTIS AG SPONSORED ADR Stock 66987V109 2,892 1,326 84.67 236 65.03 0.0047
2021-07-13 2021-06-30 13F NOVARTIS AG SPONSORED ADR Stock 66987V109 1,566 196 14.31 143 19.17 0.0030
2021-04-30 2021-03-31 13F NOVARTIS AG SPONSORED ADR Stock 66987V109 1,370 47 3.55 120 -4.00 0.0023
2021-01-25 2020-12-31 13F NOVARTIS AG SPONSORED ADR Stock 66987V109 1,323 -260 -16.42 125 -10.07 0.0051
2020-10-29 2020-09-30 13F NOVARTIS AG SPONSORED ADR Stock 66987V109 1,583 -274 -14.75 139 -14.72 0.0083
2020-08-05 2020-06-30 13F NOVARTIS AG SPONSORED ADR Stock 66987V109 1,857 -384 -17.14 163 -8.94 0.0129
2020-05-12 2020-03-31 13F NOVARTIS AG SPONSORED ADR Stock 66987V109 2,241 -1,418 -38.75 179 -48.56 0.0181
2020-01-17 2019-12-31 13F NOVARTIS A G SPONSORED ADR Stock 66987V109 3,659 -107 -2.84 348 6.42 0.0262
2019-11-07 2019-09-30 13F NOVARTIS A G SPONSORED ADR Stock 66987V109 3,766 1,977 110.51 327 85.80 0.0219
2019-05-15 2019-03-31 13F NOVARTIS AGSPON ADR Stock 66987V109 1,789 -9,659 -84.37 176 -81.97 0.0240
2019-06-03 2018-12-31 13F/A-10 NOVARTIS AG ADR ADR 66987V109 11,448 477 4.35 976 3.28 0.0595
2019-01-23 2018-12-31 13F NOVARTIS AG ADR ADR 66987V109 11,448 477 976 0.0595
2019-06-03 2018-09-30 13F/A-9 NOVARTIS AG ADR ADR 66987V109 10,971 3,972 56.75 945 78.64 0.0385
2018-10-25 2018-09-30 13F NOVARTIS AG ADR ADR 66987V109 10,971 3,972 945 0.0385
2019-06-03 2018-06-30 13F/A-8 NOVARTIS AG ADR ADR 66987V109 6,999 -1,610 -18.70 529 -26.83 0.0222
2018-08-07 2018-06-30 13F NOVARTIS AG ADR ADR 66987V109 6,999 -1,854 529
2019-06-03 2018-03-31 13F/A-7 NOVARTIS A G SPONSORED ADR ADR 66987V109 8,609 0 0.00 723 0.00 0.0328
2018-05-09 2018-03-31 13F NOVARTIS AG ADR ADR 66987V109 8,853 244 716
2019-06-03 2017-12-31 13F/A-6 NOVARTIS A G SPONSORED ADR ADR 66987V109 8,609 -3,650 -29.77 723 -31.27 0.0328
2018-01-24 2017-12-31 13F NOVARTIS A G SPONSORED ADR ADR 66987V109 8,609 -3,650 723
2017-10-30 2017-09-30 13F NOVARTIS A G SPONSORED ADR ADR 66987V109 12,259 316 2.65 1,052 5.52 0.0418
2019-06-03 2017-06-30 13F/A-5 NOVARTIS A G SPONSORED ADR ADR 66987V109 11,943 -74 -0.62 997 11.77 0.0423
2017-07-31 2017-06-30 13F NOVARTIS A G SPONSORED ADR ADR 66987V109 11,943 -74 997
2019-06-03 2017-03-31 13F/A-4 NOVARTIS A G SPONSORED ADR ADR 66987V109 12,017 119 1.00 892 2.88 0.0388
2017-04-26 2017-03-31 13F NOVARTIS A G SPONSORED ADR ADR 66987V109 12,017 119 892
2019-06-03 2016-12-31 13F/A-3 NOVARTIS A G SPONSORED ADR ADR 66987V109 11,898 5,278 79.73 867 65.77 0.0418
2017-02-14 2016-12-31 13F NOVARTIS A G SPONSORED ADR ADR 66987V109 11,898 5,278 867
2016-11-04 2016-09-30 13F NOVARTIS A G SPONSORED ADR ADR 66987V109 6,620 -21 -0.32 523 -4.56 0.0272
2019-06-03 2016-06-30 13F/A-2 NOVARTIS A G SPONSORED ADR ADR 66987V109 6,641 4,852 271.21 548 211.36 0.0306
2016-08-22 2016-06-30 13F NOVARTIS A G SPONSORED ADR ADR 66987V109 6,641 4,852 548
2019-06-03 2016-03-31 13F/A-1 NOVARTIS AGSPON ADR Stock 66987V109 1,789 -4,637 -72.16 176 -68.17 0.0240
2016-05-02 2016-03-31 13F NOVARTIS A G SPONSORED ADR ADR 66987V109 6,736 310 488
2016-02-11 2015-12-31 13F NOVARTIS AG ADR ADR 66987V109 6,426 6,426 553 0.0371
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.