Position in NVS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$767,614
+$145,464 QoQ
Shares Held
4,898
+20.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#712
of 1,603 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Calamos Wealth Management LLC holds $79,224,350 across 11 Drug Manufacturers - General names. NVS ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
31,177 | $37,394,632 | |
| 2 | JNJ |
Johnson & Johnson
|
118,126 | $30,000,460 | |
| 3 | ABBV |
AbbVie Inc.
|
15,919 | $4,005,857 | |
| 4 | MRK |
Merck & Co., Inc.
|
20,811 | $2,674,213 | |
| 5 | PFE |
Pfizer Inc
|
65,212 | $1,570,304 | |
| 6 | AMGN |
Amgen Inc
|
2,408 | $871,984 | |
| 7 | AZN |
Astrazeneca PLC
|
4,208 | $797,920 | |
| 8 | NVS |
Novartis AG
This page
|
4,898 | $767,614 |
All Filings in NVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,614 | 4,898 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $622,150 | 4,073 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $640,544 | 4,646 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $592,725 | 4,622 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $310,753 | 2,568 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $206,460 | 1,852 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $831,364 | 7,228 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||