Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in NVS — Novartis AG
CIK 1510434
Seattle, WA
Position in NVS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,467,055
+$13,945 QoQ
Shares Held
9,361
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#512
of 1,602 holders
Holding Since
Mar 2020
16 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $84,133,613 across 13 Drug Manufacturers - General names. NVS ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
90,031 | $22,865,172 | |
| 2 | LLY |
ELI LILLY & Co
|
16,956 | $20,337,536 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
84,179 | $10,635,174 | |
| 4 | ABBV |
AbbVie Inc.
|
39,051 | $9,826,793 | |
| 5 | MRK |
Merck & Co., Inc.
|
48,777 | $6,267,844 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
86,208 | $4,967,304 | |
| 7 | AMGN |
Amgen Inc
|
13,080 | $4,736,528 | |
| 8 | NVS |
Novartis AG
This page
|
9,361 | $1,467,055 |
All Filings in NVS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,467,055 | 9,361 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,453,110 | 9,513 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,154,798 | 8,376 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,280,091 | 9,982 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $729,085 | 6,025 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $586,719 | 5,263 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $546,006 | 5,611 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $358,287 | 3,115 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $425,520 | 3,997 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $217,994 | 2,159 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $285,106 | 2,799 | Shares | Sole | 2023-11-03 | |
| 2022-12-31 | $221,084 | 2,437 | Shares | Sole | 2023-02-08 | |
| 2022-03-31 | $224,025 | 2,553 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $232,320 | 2,656 | Shares | Sole | 2022-02-14 | |
| 2020-12-31 | $206,801 | 2,190 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $218,080 | 2,645 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||