Position in NVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,350
-$5,216 QoQ
Shares Held
15
-74.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,586
of 1,603 holders
Holding Since
Mar 2025
3 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $2,184,628 across 14 Drug Manufacturers - General names. NVS ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,549 | $1,857,917 | |
| 2 | ABBV |
AbbVie Inc.
|
1,070 | $269,254 | |
| 3 | NVO |
Novo Nordisk A S
|
531 | $25,456 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
64 | $8,085 | |
| 5 | MRK |
Merck & Co., Inc.
|
51 | $6,553 | |
| 6 | JNJ |
Johnson & Johnson
|
17 | $4,317 | |
| 7 | AZN |
Astrazeneca PLC
|
21 | $3,982 | |
| 8 | GSK |
GSK plc
|
46 | $2,411 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,350 | 15 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $7,566 | 59 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $334 | 3 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||