Position in NVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,441,596
-$98,558 QoQ
Shares Held
60,245
-3.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#178
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, 2026Atria Investments, Inc holds $241,408,936 across 16 Drug Manufacturers - General names. NVS ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
234,831 | $59,640,029 | |
| 2 | LLY |
ELI LILLY & Co
|
34,121 | $40,925,754 | |
| 3 | ABBV |
AbbVie Inc.
|
154,317 | $38,832,329 | |
| 4 | MRK |
Merck & Co., Inc.
|
190,293 | $24,452,650 | |
| 5 | AMGN |
Amgen Inc
|
43,724 | $15,833,334 | |
| 6 | AZN |
Astrazeneca PLC
|
69,989 | $13,271,314 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
76,216 | $9,629,129 | |
| 8 | NVS |
Novartis AG
This page
|
60,245 | $9,441,596 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,441,596 | 60,245 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,540,154 | 62,456 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,033,133 | 58,266 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,497,551 | 58,465 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,448,138 | 53,286 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,183,039 | 46,493 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,209,922 | 43,263 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,295,520 | 46,040 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,881,084 | 45,849 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,689,567 | 48,481 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $4,508,007 | 44,647 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,637,176 | 45,525 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,386,053 | 43,465 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,252,332 | 46,221 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,776,414 | 63,673 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,070,779 | 66,712 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,948,545 | 70,372 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,586,953 | 75,065 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,698,889 | 76,585 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,732,789 | 94,556 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,248,004 | 90,399 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,148,435 | 83,627 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $8,255,637 | 87,426 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,118,157 | 70,356 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,910,647 | 67,674 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $4,883,843 | 59,234 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||