Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$436,935
-$917,652 QoQ
Shares Held
2,788
-68.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#953
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $166,003,072 across 9 Drug Manufacturers - General names. NVS ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
282,635 | $36,318,597 | |
| 2 | JNJ |
Johnson & Johnson
|
113,733 | $28,884,770 | |
| 3 | LLY |
ELI LILLY & Co
|
21,997 | $26,383,863 | |
| 4 | AMGN |
Amgen Inc
|
63,607 | $23,033,366 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
369,878 | $21,312,370 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
138,734 | $17,527,653 | |
| 7 | ABBV |
AbbVie Inc.
|
42,182 | $10,614,678 | |
| 8 | PFE |
Pfizer Inc
|
61,912 | $1,490,840 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,935 | 2,788 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,354,587 | 8,868 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,288,670 | 9,347 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,678,918 | 13,092 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,011,333 | 24,885 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $874,003 | 7,840 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $727,294 | 7,474 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $902,101 | 7,843 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $838,691 | 7,878 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $782,158 | 8,086 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $272,619 | 2,700 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $285,208 | 2,800 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $282,548 | 2,800 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $262,200 | 2,850 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $254,016 | 2,800 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $212,828 | 2,800 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $236,684 | 2,800 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $298,350 | 3,400 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $297,398 | 3,400 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $278,052 | 3,400 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $310,216 | 3,400 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $290,632 | 3,400 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $321,062 | 3,400 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $260,880 | 3,000 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $262,020 | 3,000 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $247,350 | 3,000 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||