Position in NVS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$9,087,252
+$284,881 QoQ
Shares Held
57,984
+0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#183
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Welch & Forbes LLC holds $565,568,902 across 11 Drug Manufacturers - General names. NVS ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
172,704 | $207,146,375 | |
| 2 | JNJ |
Johnson & Johnson
|
657,989 | $167,109,466 | |
| 3 | ABBV |
AbbVie Inc.
|
345,978 | $87,061,903 | |
| 4 | MRK |
Merck & Co., Inc.
|
316,952 | $40,728,332 | |
| 5 | GSK |
GSK plc
|
518,597 | $27,184,854 | |
| 6 | AMGN |
Amgen Inc
|
25,959 | $9,400,273 | |
| 7 | NVS |
Novartis AG
This page
|
57,984 | $9,087,252 | |
| 8 | PFE |
Pfizer Inc
|
341,080 | $8,213,206 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,087,252 | 57,984 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $8,802,371 | 57,626 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,422,202 | 61,088 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,841,363 | 61,146 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,479,507 | 61,809 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,833,055 | 61,294 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,137,633 | 63,073 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,542,551 | 65,576 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,066,921 | 66,381 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,683,462 | 69,094 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,072,342 | 70,044 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,200,177 | 70,687 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $7,397,409 | 73,307 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $6,901,840 | 75,020 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $7,238,639 | 79,791 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $6,697,013 | 88,107 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $7,615,561 | 90,093 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,963,663 | 90,754 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $8,002,018 | 91,483 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $7,302,626 | 89,296 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $8,292,438 | 90,886 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $7,766,028 | 90,852 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $8,403,325 | 88,990 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $7,404,122 | 85,144 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $7,165,635 | 82,043 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $6,785,387 | 82,297 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||