Position in NVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$461,696
-$15,036 QoQ
Shares Held
2,946
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#926
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 26%
Shared 74%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Broderick Brian C holds $42,167,593 across 9 Drug Manufacturers - General names. NVS ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
75,019 | $19,052,571 | |
| 2 | LLY |
ELI LILLY & Co
|
11,816 | $14,172,462 | |
| 3 | ABBV |
AbbVie Inc.
|
14,011 | $3,525,726 | |
| 4 | MRK |
Merck & Co., Inc.
|
23,484 | $3,017,692 | |
| 5 | PFE |
Pfizer Inc
|
28,800 | $693,504 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
10,117 | $582,941 | |
| 7 | NVS |
Novartis AG
This page
|
2,946 | $461,696 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,310 | $418,185 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,696 | 2,946 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $476,732 | 3,121 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $430,291 | 3,121 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $400,235 | 3,121 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $508,604 | 4,203 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $476,352 | 4,273 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $785,582 | 8,073 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,384,034 | 12,033 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,002,831 | 18,813 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,112,000 | 21,834 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,823,118 | 27,960 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,955,466 | 29,015 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,784,106 | 27,590 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,571,400 | 27,950 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,583,250 | 28,475 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,311,082 | 30,405 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,737,502 | 32,385 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,179,444 | 36,233 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $3,595,015 | 41,100 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,593,342 | 68,395 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,345,184 | 80,504 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $7,297,682 | 85,373 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,141,752 | 86,220 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,534,647 | 86,645 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $7,485,385 | 85,704 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $7,122,604 | 86,387 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||