Position in NVS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$850,676
+$103,423 QoQ
Shares Held
5,428
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#677
of 1,603 holders
Holding Since
Sep 2024
8 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, 2026Crestwood Advisors Group, LLC holds $223,873,417 across 13 Drug Manufacturers - General names. NVS ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
268,723 | $68,247,580 | |
| 2 | LLY |
ELI LILLY & Co
|
44,320 | $53,158,741 | |
| 3 | AZN |
Astrazeneca PLC
|
224,312 | $42,534,041 | |
| 4 | ABBV |
AbbVie Inc.
|
122,966 | $30,943,164 | |
| 5 | MRK |
Merck & Co., Inc.
|
114,219 | $14,677,141 | |
| 6 | AMGN |
Amgen Inc
|
14,249 | $5,159,847 | |
| 7 | PFE |
Pfizer Inc
|
137,811 | $3,318,488 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
20,797 | $2,627,492 |
All Filings in NVS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850,676 | 5,428 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $747,253 | 4,892 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $548,584 | 3,979 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $376,897 | 2,939 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $332,777 | 2,750 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $331,095 | 2,970 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $224,688 | 2,309 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $242,002 | 2,104 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||