Position in NVS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$976,835
+$38,187 QoQ
Shares Held
6,233
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#626
of 1,602 holders
Holding Since
Mar 2020
26 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, 2026MOTCO holds $51,246,831 across 13 Drug Manufacturers - General names. NVS ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
14,768 | $17,713,182 | |
| 2 | JNJ |
Johnson & Johnson
|
67,936 | $17,253,705 | |
| 3 | MRK |
Merck & Co., Inc.
|
47,221 | $6,067,898 | |
| 4 | ABBV |
AbbVie Inc.
|
19,885 | $5,003,861 | |
| 5 | SNY |
Sanofi
|
64,547 | $2,753,574 | |
| 6 | NVS |
Novartis AG
This page
|
6,233 | $976,835 | |
| 7 | NVO |
Novo Nordisk A S
|
12,075 | $578,875 | |
| 8 | AMGN |
Amgen Inc
|
825 | $298,749 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $976,835 | 6,233 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $938,648 | 6,145 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $857,413 | 6,219 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $819,197 | 6,388 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $756,554 | 6,252 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $716,036 | 6,423 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $628,525 | 6,459 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $706,682 | 6,144 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $646,105 | 6,069 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $503,189 | 5,202 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $465,269 | 4,608 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $209,729 | 2,059 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $65,995 | 654 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $30,452 | 331 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $31,570 | 348 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $26,451 | 348 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $94,589 | 1,119 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $32,204 | 367 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $41,285 | 472 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $38,600 | 472 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $5,084,530 | 55,727 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,618,142 | 54,026 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $4,891,001 | 51,795 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $4,387,392 | 50,453 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $4,385,340 | 50,210 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $4,034,195 | 48,929 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||