Position in NVS
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$9,421,692
-$1,660,473 QoQ
Shares Held
60,118
-17.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#179
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $170,286,954 across 10 Drug Manufacturers - General names. NVS ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
207,571 | $52,716,806 | |
| 2 | ABBV |
AbbVie Inc.
|
145,173 | $36,531,333 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
293,833 | $16,930,657 | |
| 4 | NVO |
Novo Nordisk A S
|
318,484 | $15,268,122 | |
| 5 | AMGN |
Amgen Inc
|
36,058 | $13,057,322 | |
| 6 | PFE |
Pfizer Inc
|
458,641 | $11,044,075 | |
| 7 | MRK |
Merck & Co., Inc.
|
75,680 | $9,724,880 | |
| 8 | NVS |
Novartis AG
This page
|
60,118 | $9,421,692 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,421,692 | 60,118 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $11,082,165 | 72,551 | Shares | Other | 2026-05-06 | |
| 2025-12-31 | $10,140,200 | 73,549 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,695,200 | 75,602 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $9,247,583 | 76,420 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $8,754,412 | 78,529 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $7,936,019 | 81,554 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $9,436,355 | 82,041 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,367,096 | 87,987 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $8,551,125 | 88,402 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $9,315,694 | 92,262 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,886,939 | 97,064 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,867,787 | 97,788 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,024,464 | 98,092 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $9,241,737 | 101,871 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $7,877,524 | 103,638 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $9,171,505 | 108,500 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $9,553,342 | 108,870 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $9,755,878 | 111,534 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,151,836 | 111,908 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $10,349,900 | 113,436 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $9,174,568 | 107,330 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $9,990,977 | 105,803 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,838,266 | 101,636 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $8,999,513 | 103,040 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $8,665,000 | 105,094 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||