Position in NVS
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$91,650
-$211,637 QoQ
Shares Held
600
-74.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Derivatives in NVS
reported options exposure · as of Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$4,721
PutShares
50
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $1,674,088 across 8 Drug Manufacturers - General names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFE |
Pfizer Inc
|
25,086 | $604,070 | |
| 2 | MRK |
Merck & Co., Inc.
|
2,800 | $359,800 | |
| 3 | ABBV |
AbbVie Inc.
|
1,210 | $304,484 | |
| 4 | LLY |
ELI LILLY & Co
|
203 | $243,484 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
1,783 | $102,736 | |
| 6 | SNY |
Sanofi
|
1,100 | $46,926 | |
| 7 | BIIB |
Biogen Inc.
|
34 | $7,346 | |
| 8 | GSK |
GSK plc
|
100 | $5,242 |
All Filings in NVS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91,650 | 600 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $303,287 | 2,365 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $64,377 | 532 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $22,296 | 200 | Shares | Sole | 2025-05-13 | |
| 2023-12-31 | $5,134,425 | 50,851 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $456,415 | 4,523 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $92 | 1 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $190,239 | 2,097 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $87 | 1 | Shares | Sole | 2022-05-11 | |
| 2020-12-31 | $4,721 | 50 | Put | Sole | 2021-02-25 | |
| 2020-09-30 | $4,869 | 56 | Put | Sole | 2020-10-19 | |
| 2020-06-30 | $3,493 | 40 | Call | Sole | 2020-08-06 | |
| 2020-06-30 | $8,384 | 96 | Put | Sole | 2020-08-06 | |
| 2020-03-31 | $4,122 | 50 | Put | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||