Position in NVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$27,426
+$695 QoQ
Shares Held
175
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,476
of 1,603 holders
Holding Since
Dec 2023
11 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, 2026FIRST UNITED BANK & TRUST holds $6,173,049 across 10 Drug Manufacturers - General names. NVS ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
5,801 | $2,100,657 | |
| 2 | JNJ |
Johnson & Johnson
|
6,585 | $1,672,392 | |
| 3 | LLY |
ELI LILLY & Co
|
905 | $1,085,484 | |
| 4 | ABBV |
AbbVie Inc.
|
2,187 | $550,336 | |
| 5 | MRK |
Merck & Co., Inc.
|
2,744 | $352,603 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
4,459 | $256,926 | |
| 7 | PFE |
Pfizer Inc
|
4,895 | $117,871 | |
| 8 | NVS |
Novartis AG
This page
|
175 | $27,426 |
All Filings in NVS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,426 | 175 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $26,731 | 175 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $24,127 | 175 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $22,442 | 175 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $24,202 | 200 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $22,296 | 200 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $19,462 | 200 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $23,004 | 200 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $24,485 | 230 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $40,045 | 414 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $41,801 | 414 | Shares | Defined | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||