Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,049,553
+$15,130 QoQ
Shares Held
6,697
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#604
of 1,603 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Financial Engines Advisors L.L.C. holds $32,908,375 across 9 Drug Manufacturers - General names. NVS ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
83,818 | $21,091,961 | |
| 2 | LLY |
ELI LILLY & Co
|
2,700 | $3,238,461 | |
| 3 | JNJ |
Johnson & Johnson
|
12,305 | $3,125,100 | |
| 4 | AMGN |
Amgen Inc
|
5,295 | $1,917,425 | |
| 5 | MRK |
Merck & Co., Inc.
|
8,510 | $1,093,535 | |
| 6 | NVS |
Novartis AG
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|
6,697 | $1,049,553 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
9,130 | $526,070 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,619 | $457,224 |
All Filings in NVS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,049,553 | 6,697 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,034,423 | 6,772 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $920,144 | 6,674 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $858,182 | 6,692 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $810,888 | 6,701 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $410,469 | 3,682 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $354,208 | 3,640 | Shares | Sole | 2025-02-12 | |
| 2021-03-31 | $231,565 | 2,709 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $200,569 | 2,124 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||