Position in NVS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$548,990
+$6,270 QoQ
Shares Held
3,503
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#846
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, 2026YHB Investment Advisors, Inc. holds $47,554,904 across 9 Drug Manufacturers - General names. NVS ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
45,813 | $16,589,803 | |
| 2 | LLY |
ELI LILLY & Co
|
9,488 | $11,380,192 | |
| 3 | ABBV |
AbbVie Inc.
|
37,440 | $9,421,401 | |
| 4 | JNJ |
Johnson & Johnson
|
24,249 | $6,158,518 | |
| 5 | MRK |
Merck & Co., Inc.
|
8,398 | $1,079,143 | |
| 6 | PFE |
Pfizer Inc
|
44,361 | $1,068,212 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
5,454 | $689,058 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
10,753 | $619,587 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,990 | 3,503 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $542,720 | 3,553 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $535,349 | 3,883 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $505,650 | 3,943 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $477,142 | 3,943 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $456,287 | 4,093 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $342,823 | 3,523 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $474,227 | 4,123 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $438,934 | 4,123 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $398,817 | 4,123 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $416,299 | 4,123 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $419,968 | 4,123 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $419,079 | 4,153 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $382,076 | 4,153 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $376,760 | 4,153 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $334,672 | 4,403 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $396,699 | 4,693 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $411,810 | 4,693 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $412,683 | 4,718 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $394,752 | 4,827 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $457,294 | 5,012 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $428,425 | 5,012 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $475,171 | 5,032 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $435,756 | 5,011 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $468,753 | 5,367 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $442,509 | 5,367 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||