Position in NVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$760,562
-$399,421 QoQ
Shares Held
4,853
-36.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#717
of 1,603 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026RATIONAL ADVISORS, INC. holds $5,864,979 across 4 Drug Manufacturers - General names. NVS ranks #3 (13.0% of the industry book) .
All Filings in NVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $760,562 | 4,853 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $1,159,983 | 7,594 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $990,733 | 7,186 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $526,553 | 4,106 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||