Position in NVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$116,442
+$8,448 QoQ
Shares Held
743
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,360
of 1,603 holders
Holding Since
Sep 2024
7 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, 2026IMA Advisory Services, Inc. holds $10,353,187 across 15 Drug Manufacturers - General names. NVS ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
11,097 | $2,792,449 | |
| 2 | JNJ |
Johnson & Johnson
|
10,737 | $2,726,875 | |
| 3 | MRK |
Merck & Co., Inc.
|
20,561 | $2,642,088 | |
| 4 | LLY |
ELI LILLY & Co
|
579 | $694,470 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
8,115 | $467,586 | |
| 6 | PFE |
Pfizer Inc
|
15,178 | $365,486 | |
| 7 | AZN |
Astrazeneca PLC
|
1,743 | $330,507 | |
| 8 | NVS |
Novartis AG
This page
|
743 | $116,442 |
All Filings in NVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,442 | 743 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $107,994 | 707 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $97,887 | 710 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $82,073 | 640 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $77,446 | 640 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $71,347 | 640 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $73,612 | 640 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||