Position in NVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,450,944
-$55,530 QoQ
Shares Held
15,639
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#390
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Palisade Asset Management, LLC holds $93,677,669 across 8 Drug Manufacturers - General names. NVS ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
72,776 | $26,353,645 | |
| 2 | JNJ |
Johnson & Johnson
|
100,872 | $25,618,461 | |
| 3 | LLY |
ELI LILLY & Co
|
14,193 | $17,023,511 | |
| 4 | ABBV |
AbbVie Inc.
|
62,276 | $15,671,132 | |
| 5 | MRK |
Merck & Co., Inc.
|
35,395 | $4,548,257 | |
| 6 | NVS |
Novartis AG
This page
|
15,639 | $2,450,944 | |
| 7 | PFE |
Pfizer Inc
|
44,085 | $1,061,566 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
16,490 | $950,153 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,450,944 | 15,639 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,506,474 | 16,409 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,262,308 | 16,409 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,110,702 | 16,459 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,990,493 | 16,449 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,853,243 | 16,624 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,617,681 | 16,624 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,912,092 | 16,624 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,769,791 | 16,624 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,033,651 | 21,024 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,310,496 | 22,883 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,233,993 | 21,932 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,228,294 | 22,082 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,031,544 | 22,082 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,004,367 | 22,094 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,679,744 | 22,099 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,868,028 | 22,099 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,939,187 | 22,099 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,863,023 | 21,299 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,814,943 | 22,193 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,024,889 | 22,193 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,897,057 | 22,193 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,091,341 | 22,147 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,908,250 | 21,944 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,972,137 | 22,580 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,865,843 | 22,630 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||