Position in NVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,527,261
+$2,178,862 QoQ
Shares Held
48,030
+8.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.81%
of 13F equity value
Holder Rank
#206
of 1,603 holders
Holding Since
Sep 2024
4 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, 2026Financial Gravity Companies, Inc. holds $17,806,669 across 11 Drug Manufacturers - General names. NVS ranks #1 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
This page
|
48,030 | $7,527,261 | |
| 2 | JNJ |
Johnson & Johnson
|
16,069 | $4,081,043 | |
| 3 | AZN |
Astrazeneca PLC
|
16,731 | $3,172,532 | |
| 4 | NVO |
Novo Nordisk A S
|
54,637 | $2,619,297 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
1,478 | $186,730 | |
| 6 | LLY |
ELI LILLY & Co
|
68 | $81,561 | |
| 7 | MRK |
Merck & Co., Inc.
|
425 | $54,612 | |
| 8 | ABBV |
AbbVie Inc.
|
189 | $47,559 |
All Filings in NVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,527,261 | 48,030 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $5,348,399 | 44,198 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $3,721,426 | 38,243 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,210,077 | 36,603 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||