Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$790,809
+$194,779 QoQ
Shares Held
5,046
+29.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#704
of 1,603 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $68,623,451 across 12 Drug Manufacturers - General names. NVS ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
15,437 | $18,515,602 | |
| 2 | JNJ |
Johnson & Johnson
|
69,174 | $17,568,120 | |
| 3 | ABBV |
AbbVie Inc.
|
43,329 | $10,903,309 | |
| 4 | MRK |
Merck & Co., Inc.
|
61,354 | $7,883,989 | |
| 5 | AMGN |
Amgen Inc
|
14,486 | $5,245,670 | |
| 6 | PFE |
Pfizer Inc
|
154,501 | $3,720,384 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
31,027 | $1,787,775 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
10,109 | $1,277,171 |
All Filings in NVS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $790,809 | 5,046 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $596,030 | 3,902 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $494,815 | 3,589 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $475,129 | 3,705 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $423,656 | 3,501 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $395,531 | 3,548 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $328,421 | 3,375 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $383,936 | 3,338 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $30,873 | 290 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $46,720 | 483 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $610,363 | 6,045 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $634,282 | 6,227 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $34,309 | 340 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $582,820 | 6,335 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $441,080 | 4,862 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $335,964 | 4,420 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $389,007 | 4,602 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $361,968 | 4,125 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $355,040 | 4,059 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $466,963 | 5,710 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $303,008 | 3,321 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $277,980 | 3,252 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $239,002 | 2,531 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $206,008 | 2,369 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $200,008 | 2,290 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||