Position in NVS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$739,091
+$12,307 QoQ
Shares Held
4,716
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#731
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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $182,377,413 across 13 Drug Manufacturers - General names. NVS ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
120,363 | $30,568,591 | |
| 2 | AMGN |
Amgen Inc
|
80,582 | $29,180,353 | |
| 3 | ABBV |
AbbVie Inc.
|
103,634 | $26,078,458 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
370,909 | $21,371,776 | |
| 5 | PFE |
Pfizer Inc
|
805,088 | $19,386,518 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
137,963 | $17,430,244 | |
| 7 | LLY |
ELI LILLY & Co
|
8,232 | $9,873,708 | |
| 8 | GSK |
GSK plc
|
182,745 | $9,579,492 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,091 | 4,716 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $726,784 | 4,758 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $639,440 | 4,638 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $557,971 | 4,351 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $547,932 | 4,528 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $515,260 | 4,622 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $436,629 | 4,487 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $525,756 | 4,571 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $484,925 | 4,555 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $1,404,712 | 14,522 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $1,514,549 | 15,000 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $1,607,859 | 15,785 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,736,761 | 17,211 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $12,796,096 | 139,088 | Shares | Other | 2023-04-20 | |
| 2022-12-31 | $12,944,926 | 142,691 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $10,842,522 | 142,646 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $11,944,511 | 141,305 | Shares | Other | 2022-07-22 | |
| 2022-03-31 | $12,193,564 | 138,958 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $7,939,826 | 90,772 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $7,243,009 | 88,567 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $7,834,869 | 85,871 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $7,187,500 | 84,084 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $7,691,606 | 81,453 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $6,954,712 | 79,976 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,920,777 | 67,790 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $5,644,773 | 68,463 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||