Position in NVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$394,934
+$10,004 QoQ
Shares Held
2,520
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#995
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, 2026JACOBS & CO/CA holds $94,475,102 across 9 Drug Manufacturers - General names. NVS ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
29,017 | $34,803,863 | |
| 2 | ABBV |
AbbVie Inc.
|
61,621 | $15,506,308 | |
| 3 | AMGN |
Amgen Inc
|
42,343 | $15,333,247 | |
| 4 | MRK |
Merck & Co., Inc.
|
103,952 | $13,357,832 | |
| 5 | JNJ |
Johnson & Johnson
|
48,675 | $12,361,989 | |
| 6 | PFE |
Pfizer Inc
|
82,804 | $1,993,920 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,090 | $516,730 | |
| 8 | NVS |
Novartis AG
This page
|
2,520 | $394,934 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,934 | 2,520 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $384,930 | 2,520 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $358,462 | 2,600 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $333,424 | 2,600 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $314,626 | 2,600 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $289,848 | 2,600 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $267,602 | 2,750 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $316,305 | 2,750 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $292,765 | 2,750 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $266,007 | 2,750 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $300,385 | 2,975 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $287,754 | 2,825 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $285,070 | 2,825 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $259,900 | 2,825 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $256,284 | 2,825 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $214,728 | 2,825 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $238,797 | 2,825 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $379,518 | 4,325 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $465,777 | 5,325 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $435,478 | 5,325 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $485,853 | 5,325 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $403,893 | 4,725 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $446,181 | 4,725 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $410,886 | 4,725 | Shares | Sole | 2020-12-03 | |
| 2020-06-30 | $412,681 | 4,725 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $389,576 | 4,725 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||