Position in NVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,662,389
+$88,956 QoQ
Shares Held
23,369
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#319
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, 2026PATTEN & PATTEN INC/TN holds $101,907,578 across 9 Drug Manufacturers - General names. NVS ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
161,030 | $40,521,589 | |
| 2 | JNJ |
Johnson & Johnson
|
88,599 | $22,501,488 | |
| 3 | LLY |
ELI LILLY & Co
|
15,068 | $18,073,012 | |
| 4 | MRK |
Merck & Co., Inc.
|
99,256 | $12,754,396 | |
| 5 | NVS |
Novartis AG
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|
23,369 | $3,662,389 | |
| 6 | PFE |
Pfizer Inc
|
57,400 | $1,382,192 | |
| 7 | AMGN |
Amgen Inc
|
3,119 | $1,129,452 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
17,480 | $1,007,197 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,662,389 | 23,369 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,573,433 | 23,394 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,266,691 | 23,694 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,068,398 | 23,927 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,950,828 | 24,385 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,036,380 | 27,237 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,925,138 | 30,060 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,759,428 | 32,685 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,681,386 | 34,580 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,433,915 | 35,500 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,594,532 | 35,600 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,815,675 | 37,460 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,723,579 | 36,900 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,352,756 | 36,443 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,225,919 | 46,582 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,795,787 | 49,938 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,360,480 | 51,585 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,766,843 | 54,323 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $4,763,616 | 54,460 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $4,659,660 | 56,978 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $5,391,189 | 59,088 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $5,299,503 | 61,997 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $6,021,706 | 63,769 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $5,719,533 | 65,772 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $5,759,461 | 65,943 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $5,480,121 | 66,466 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||