Position in NVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,582,022
-$75,631 QoQ
Shares Held
29,237
-4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#273
of 1,603 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Choate Investment Advisors holds $157,042,184 across 12 Drug Manufacturers - General names. NVS ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
50,791 | $60,920,254 | |
| 2 | JNJ |
Johnson & Johnson
|
184,823 | $46,939,497 | |
| 3 | ABBV |
AbbVie Inc.
|
71,634 | $18,025,979 | |
| 4 | MRK |
Merck & Co., Inc.
|
94,736 | $12,173,576 | |
| 5 | NVS |
Novartis AG
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|
29,237 | $4,582,022 | |
| 6 | AMGN |
Amgen Inc
|
12,190 | $4,414,242 | |
| 7 | PFE |
Pfizer Inc
|
142,810 | $3,438,864 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
42,788 | $2,465,444 |
All Filings in NVS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,582,022 | 29,237 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,657,653 | 30,492 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,294,236 | 31,147 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,851,801 | 22,238 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,796,662 | 23,111 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,576,414 | 23,111 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,569,622 | 36,683 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,769,550 | 32,773 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,747,072 | 35,197 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,453,938 | 35,707 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,608,364 | 35,737 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,486,544 | 14,594 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,248,963 | 12,377 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,092,316 | 11,873 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,077,118 | 11,873 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $749,382 | 9,859 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $833,381 | 9,859 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $209,020 | 2,382 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $208,353 | 2,382 | Shares | Sole | 2022-02-07 | |
| 2021-06-30 | $380,197 | 4,167 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $354,912 | 4,152 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $235,791 | 2,497 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $204,529 | 2,352 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $205,423 | 2,352 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||