Position in NVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$28,679
+$28,068 QoQ
Shares Held
183
+4475.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,472
of 1,603 holders
Holding Since
Jun 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $4,582,114 across 15 Drug Manufacturers - General names. NVS ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
7,150 | $1,815,885 | |
| 2 | LLY |
ELI LILLY & Co
|
743 | $891,176 | |
| 3 | ABBV |
AbbVie Inc.
|
2,766 | $696,036 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,043 | $519,525 | |
| 5 | PFE |
Pfizer Inc
|
8,084 | $194,662 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
2,482 | $143,012 | |
| 7 | NVO |
Novo Nordisk A S
|
2,829 | $135,622 | |
| 8 | GSK |
GSK plc
|
1,786 | $93,622 |
All Filings in NVS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,679 | 183 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $611 | 4 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 | $1,946 | 20 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $23,119 | 201 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,398 | 201 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,442 | 201 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $20,294 | 201 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $101 | 1 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $100 | 1 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $92 | 1 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $90 | 1 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $76 | 1 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $84 | 1 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||