Position in NVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,499,810
-$50,449 QoQ
Shares Held
9,570
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#507
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026MATHER GROUP, LLC. holds $53,599,482 across 15 Drug Manufacturers - General names. NVS ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
67,043 | $17,026,910 | |
| 2 | LLY |
ELI LILLY & Co
|
9,132 | $10,953,195 | |
| 3 | ABBV |
AbbVie Inc.
|
33,990 | $8,553,243 | |
| 4 | MRK |
Merck & Co., Inc.
|
46,891 | $6,025,493 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
33,347 | $4,213,059 | |
| 6 | AMGN |
Amgen Inc
|
8,702 | $3,151,168 | |
| 7 | NVS |
Novartis AG
This page
|
9,570 | $1,499,810 | |
| 8 | PFE |
Pfizer Inc
|
31,616 | $761,313 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,499,810 | 9,570 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,550,259 | 10,149 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,395,244 | 10,120 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,312,408 | 10,234 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $945,209 | 7,811 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $881,918 | 7,911 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $738,485 | 7,589 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $867,020 | 7,538 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,128,369 | 10,599 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $730,601 | 7,553 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $956,690 | 9,475 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $790,739 | 7,763 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $724,836 | 7,183 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $606,648 | 6,594 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $411,959 | 4,541 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $576,991 | 7,591 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $742,511 | 8,784 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $759,651 | 8,657 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $758,102 | 8,667 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $459,521 | 5,619 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $500,816 | 5,489 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $470,738 | 5,507 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $528,146 | 5,593 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $495,498 | 5,698 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $492,859 | 5,643 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $464,111 | 5,629 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||