Position in NVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$321,276
+$8,139 QoQ
Shares Held
2,050
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,093
of 1,603 holders
Holding Since
Mar 2020
24 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, 2026WHALEROCK POINT PARTNERS, LLC holds $17,592,227 across 8 Drug Manufacturers - General names. NVS ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
30,416 | $7,724,751 | |
| 2 | LLY |
ELI LILLY & Co
|
2,589 | $3,105,324 | |
| 3 | ABBV |
AbbVie Inc.
|
10,057 | $2,530,743 | |
| 4 | MRK |
Merck & Co., Inc.
|
17,615 | $2,263,527 | |
| 5 | PFE |
Pfizer Inc
|
35,762 | $861,148 | |
| 6 | AMGN |
Amgen Inc
|
1,306 | $472,928 | |
| 7 | NVS |
Novartis AG
This page
|
2,050 | $321,276 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
5,424 | $312,530 |
All Filings in NVS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,276 | 2,050 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $313,137 | 2,050 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $282,633 | 2,050 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $293,669 | 2,290 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $277,112 | 2,290 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $255,289 | 2,290 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $222,839 | 2,290 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $271,562 | 2,361 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $251,352 | 2,361 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $221,511 | 2,290 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $241,318 | 2,390 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $243,445 | 2,390 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $241,174 | 2,390 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $219,880 | 2,390 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $216,820 | 2,390 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $202,026 | 2,390 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $209,722 | 2,390 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $209,053 | 2,390 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $218,063 | 2,390 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $204,297 | 2,390 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $225,687 | 2,390 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $29,392 | 338 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $339,752 | 3,890 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $320,730 | 3,890 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||