Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$372,993
+$10,976 QoQ
Shares Held
2,380
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,018
of 1,603 holders
Holding Since
Dec 2022
5 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $42,950,041 across 11 Drug Manufacturers - General names. NVS ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
11,271 | $13,518,776 | |
| 2 | JNJ |
Johnson & Johnson
|
37,265 | $9,464,192 | |
| 3 | AMGN |
Amgen Inc
|
16,562 | $5,997,431 | |
| 4 | ABBV |
AbbVie Inc.
|
21,335 | $5,368,739 | |
| 5 | MRK |
Merck & Co., Inc.
|
23,911 | $3,072,563 | |
| 6 | PFE |
Pfizer Inc
|
71,165 | $1,713,653 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
19,741 | $1,137,476 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
6,753 | $853,174 |
All Filings in NVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,993 | 2,380 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $362,017 | 2,370 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $283,460 | 2,056 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $246,733 | 1,924 | Shares | Sole | 2025-10-28 | |
| 2022-12-31 | $1,023,593 | 11,283 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||