Position in NVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,588,416
+$45,075 QoQ
Shares Held
22,897
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#323
of 1,603 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 15%
Shared 4%
None 82%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026HALL LAURIE J TRUSTEE holds $19,577,945 across 7 Drug Manufacturers - General names. NVS ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
30,162 | $7,660,240 | |
| 2 | NVS |
Novartis AG
This page
|
22,897 | $3,588,416 | |
| 3 | ABBV |
AbbVie Inc.
|
13,705 | $3,448,726 | |
| 4 | AMGN |
Amgen Inc
|
5,502 | $1,992,384 | |
| 5 | MRK |
Merck & Co., Inc.
|
12,164 | $1,563,073 | |
| 6 | LLY |
ELI LILLY & Co
|
625 | $749,643 | |
| 7 | PFE |
Pfizer Inc
|
23,898 | $575,463 |
All Filings in NVS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,588,416 | 22,897 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $3,543,341 | 23,197 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $3,325,698 | 24,122 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $3,248,574 | 25,332 | Shares | Defined | 2025-10-14 | |
| 2025-06-30 | $3,042,433 | 25,142 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,914,309 | 26,142 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,648,290 | 27,215 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $3,169,029 | 27,552 | Shares | Other | 2024-10-08 | |
| 2024-06-30 | $2,937,442 | 27,592 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $2,675,260 | 27,657 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $2,806,662 | 27,797 | Shares | Other | 2024-01-11 | |
| 2023-09-30 | $2,828,853 | 27,772 | Shares | Other | 2023-10-12 | |
| 2023-06-30 | $2,795,911 | 27,707 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $2,548,584 | 27,702 | Shares | Other | 2023-04-07 | |
| 2022-12-31 | $2,352,096 | 25,927 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $1,968,429 | 25,897 | Shares | Other | 2022-10-11 | |
| 2022-06-30 | $2,184,845 | 25,847 | Shares | Other | 2022-07-06 | |
| 2022-03-31 | $2,268,072 | 25,847 | Shares | Other | 2022-04-06 | |
| 2021-12-31 | $2,249,026 | 25,712 | Shares | Other | 2022-01-05 | |
| 2021-09-30 | $2,113,684 | 25,846 | Shares | Other | 2021-10-04 | |
| 2021-06-30 | $2,358,188 | 25,846 | Shares | Other | 2021-07-07 | |
| 2021-03-31 | $2,217,863 | 25,946 | Shares | Other | 2021-04-15 | |
| 2020-12-31 | $2,462,355 | 26,076 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $2,096,604 | 24,110 | Shares | Other | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||