Position in NVS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,096,033
-$102,453 QoQ
Shares Held
26,136
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#300
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, 2026Pekin Hardy Strauss, Inc. holds $25,845,902 across 12 Drug Manufacturers - General names. NVS ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
28,681 | $7,217,286 | |
| 2 | NVS |
Novartis AG
This page
|
26,136 | $4,096,033 | |
| 3 | JNJ |
Johnson & Johnson
|
13,995 | $3,554,310 | |
| 4 | NVO |
Novo Nordisk A S
|
70,160 | $3,363,470 | |
| 5 | MRK |
Merck & Co., Inc.
|
24,621 | $3,163,798 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
23,721 | $1,366,804 | |
| 7 | LLY |
ELI LILLY & Co
|
971 | $1,164,646 | |
| 8 | AZN |
Astrazeneca PLC
|
3,262 | $618,540 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,096,033 | 26,136 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,198,486 | 27,486 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,234,125 | 30,711 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,176,263 | 32,566 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,052,745 | 33,491 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,929,112 | 35,245 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,517,756 | 36,150 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,427,464 | 38,493 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,132,564 | 38,818 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,866,298 | 39,970 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,095,242 | 40,559 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,262,229 | 41,844 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,308,251 | 42,694 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,020,584 | 43,702 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,967,276 | 43,731 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,363,594 | 44,252 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,816,698 | 45,152 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,905,050 | 44,502 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,157,011 | 47,525 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,225,899 | 51,674 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,734,352 | 51,889 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,668,832 | 54,619 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,423,303 | 57,432 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,408,998 | 62,201 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,671,684 | 64,938 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,492,241 | 66,613 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||