Position in NVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$85,672,398
+$4,896,060 QoQ
Shares Held
546,659
+3.4% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#41
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Creative Planning holds $1,825,978,859 across 16 Drug Manufacturers - General names. NVS ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
445,706 | $534,593,191 | |
| 2 | JNJ |
Johnson & Johnson
|
1,384,963 | $351,739,052 | |
| 3 | ABBV |
AbbVie Inc.
|
1,126,243 | $283,407,788 | |
| 4 | MRK |
Merck & Co., Inc.
|
1,354,765 | $174,087,302 | |
| 5 | AMGN |
Amgen Inc
|
258,171 | $93,488,882 | |
| 6 | NVS |
Novartis AG
This page
|
546,659 | $85,672,398 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
414,367 | $52,351,126 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
887,032 | $51,110,783 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,672,398 | 546,659 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $80,776,338 | 528,814 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $60,519,828 | 438,963 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $54,350,419 | 423,818 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $48,193,200 | 398,258 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $43,141,756 | 386,991 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $34,424,287 | 353,759 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $39,676,264 | 344,951 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $35,287,751 | 331,465 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $30,625,394 | 316,607 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $31,319,681 | 310,188 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $45,590,702 | 447,582 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $30,399,641 | 301,255 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $26,359,196 | 286,513 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $26,230,417 | 289,136 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $22,890,411 | 301,150 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $26,441,322 | 312,804 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $30,051,391 | 342,466 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,546,999 | 86,281 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,597,286 | 105,127 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,578,677 | 72,103 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,372,051 | 86,243 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $8,443,269 | 89,413 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $7,547,953 | 86,798 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $6,547,879 | 74,970 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $7,403,762 | 89,797 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||