Position in NVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$672,328
+$229,659 QoQ
Shares Held
4,290
+48.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#765
of 1,603 holders
Holding Since
Mar 2020
26 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, 2026ASPIRIANT, LLC holds $17,403,489 across 11 Drug Manufacturers - General names. NVS ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
19,981 | $5,074,574 | |
| 2 | ABBV |
AbbVie Inc.
|
10,553 | $2,655,556 | |
| 3 | LLY |
ELI LILLY & Co
|
1,913 | $2,294,509 | |
| 4 | MRK |
Merck & Co., Inc.
|
17,559 | $2,256,331 | |
| 5 | AMGN |
Amgen Inc
|
4,009 | $1,451,739 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
18,578 | $1,070,464 | |
| 7 | PFE |
Pfizer Inc
|
37,300 | $898,184 | |
| 8 | NVS |
Novartis AG
This page
|
4,290 | $672,328 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,328 | 4,290 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $442,669 | 2,898 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $362,735 | 2,631 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $244,040 | 1,903 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $247,223 | 2,043 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $250,161 | 2,244 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $269,548 | 2,770 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $322,861 | 2,807 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $271,792 | 2,553 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $304,215 | 3,145 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $317,550 | 3,145 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $387,169 | 3,801 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $300,812 | 2,981 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $251,712 | 2,736 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $202,849 | 2,236 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $337,180 | 4,436 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $374,467 | 4,430 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $401,982 | 4,581 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $402,536 | 4,602 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $321,477 | 3,931 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $358,664 | 3,931 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $233,445 | 2,731 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $257,888 | 2,731 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $367,927 | 4,231 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $321,760 | 3,684 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $439,788 | 5,334 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||