Position in GRFS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$53,665
-$64,107 QoQ
Shares Held
7,580
-48.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#110
of 164 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GRFS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $31,026,473 across 16 Drug Manufacturers - General names. GRFS ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,378 | $8,849,389 | |
| 2 | AMGN |
Amgen Inc
|
17,477 | $6,328,764 | |
| 3 | JNJ |
Johnson & Johnson
|
16,278 | $4,134,116 | |
| 4 | MRK |
Merck & Co., Inc.
|
26,464 | $3,400,620 | |
| 5 | ABBV |
AbbVie Inc.
|
11,434 | $2,877,245 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
28,598 | $1,647,812 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
5,499 | $694,738 | |
| 8 | NVS |
Novartis AG
|
4,064 | $636,904 |
All Filings in GRFS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,665 | 7,580 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $117,772 | 14,685 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $80,015 | 8,558 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $87,487 | 8,784 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $74,299 | 8,219 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $25,701 | 3,615 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $23,151 | 3,112 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $21,578 | 2,430 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $13,730 | 2,176 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,616 | 1,739 | Shares | Sole | 2024-06-11 | |
| 2022-12-31 | $5,244 | 617 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,266 | 368 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $10,263 | 864 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $10,768 | 922 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $10,354 | 922 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||