Position in NVS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,048,138
+$379,433 QoQ
Shares Held
38,592
+4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#240
of 1,603 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $468,870,808 across 14 Drug Manufacturers - General names. NVS ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
708,767 | $180,005,554 | |
| 2 | LLY |
ELI LILLY & Co
|
96,123 | $115,292,819 | |
| 3 | ABBV |
AbbVie Inc.
|
297,328 | $74,819,617 | |
| 4 | MRK |
Merck & Co., Inc.
|
282,377 | $36,285,444 | |
| 5 | AMGN |
Amgen Inc
|
70,291 | $25,453,776 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
113,192 | $14,300,677 | |
| 7 | NVS |
Novartis AG
This page
|
38,592 | $6,048,138 | |
| 8 | PFE |
Pfizer Inc
|
247,206 | $5,952,720 |
All Filings in NVS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,048,138 | 38,592 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,668,705 | 37,111 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,340,618 | 16,977 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,518,675 | 12,550 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,266,301 | 11,359 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,167,720 | 12,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,567,722 | 13,630 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,255,482 | 11,793 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,267,549 | 13,104 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,115,920 | 11,052 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,247,581 | 12,248 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $2,850,505 | 28,248 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,771,920 | 19,260 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $460,404 | 5,075 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $912,924 | 10,800 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $716,829 | 8,169 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $742,095 | 8,484 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $660,618 | 8,078 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $664,957 | 7,288 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $552,371 | 6,462 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $606,996 | 6,428 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $649,678 | 7,471 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $572,077 | 6,550 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $655,395 | 7,949 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||