Position in NVS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$257,961
+$6,535 QoQ
Shares Held
1,646
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,206
of 1,603 holders
Holding Since
Mar 2020
26 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $39,325,998 across 14 Drug Manufacturers - General names. NVS ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
10,157 | $12,182,611 | |
| 2 | JNJ |
Johnson & Johnson
|
41,765 | $10,607,057 | |
| 3 | AMGN |
Amgen Inc
|
22,827 | $8,266,113 | |
| 4 | ABBV |
AbbVie Inc.
|
19,981 | $5,028,018 | |
| 5 | MRK |
Merck & Co., Inc.
|
11,386 | $1,463,101 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
8,368 | $482,164 | |
| 7 | NVO |
Novo Nordisk A S
|
8,678 | $416,023 | |
| 8 | AZN |
Astrazeneca PLC
|
1,766 | $334,868 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,961 | 1,646 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $251,426 | 1,646 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $226,934 | 1,646 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $209,672 | 1,635 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $204,748 | 1,692 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $203,896 | 1,829 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $177,979 | 1,829 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $210,371 | 1,829 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $194,715 | 1,829 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $177,983 | 1,840 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $184,674 | 1,829 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $189,968 | 1,865 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $178,812 | 1,772 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $174,340 | 1,895 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $171,914 | 1,895 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $147,079 | 1,935 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $163,565 | 1,935 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $169,796 | 1,935 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $158,583 | 1,813 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $148,267 | 1,813 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $165,418 | 1,813 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $148,307 | 1,735 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $193,487 | 2,049 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $189,485 | 2,179 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $235,468 | 2,696 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $215,854 | 2,618 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||