Position in NVS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,359,793
-$53,460 QoQ
Shares Held
27,819
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#289
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026NORTHEAST INVESTMENT MANAGEMENT holds $126,194,934 across 8 Drug Manufacturers - General names. NVS ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
54,340 | $65,177,031 | |
| 2 | JNJ |
Johnson & Johnson
|
170,118 | $43,204,868 | |
| 3 | MRK |
Merck & Co., Inc.
|
57,478 | $7,385,923 | |
| 4 | NVS |
Novartis AG
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|
27,819 | $4,359,793 | |
| 5 | ABBV |
AbbVie Inc.
|
12,037 | $3,028,990 | |
| 6 | AMGN |
Amgen Inc
|
4,802 | $1,738,900 | |
| 7 | PFE |
Pfizer Inc
|
38,632 | $930,258 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
6,407 | $369,171 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,359,793 | 27,819 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,413,253 | 28,892 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,259,907 | 30,898 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,971,592 | 30,970 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,747,679 | 30,970 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,459,893 | 31,036 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,108,665 | 31,946 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,691,911 | 32,098 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,423,008 | 32,153 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,508,208 | 25,930 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,660,761 | 26,352 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,752,970 | 27,027 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,883,402 | 28,574 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,623,840 | 28,520 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,593,140 | 28,584 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,240,394 | 29,475 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,570,134 | 30,405 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,702,261 | 30,795 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,720,841 | 31,106 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,108,621 | 38,012 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,684,909 | 40,387 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,621,103 | 42,362 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,296,942 | 45,504 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $4,219,038 | 48,517 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,239,920 | 48,545 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,791,051 | 45,980 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||