Position in NVS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,399,130
+$115,868 QoQ
Shares Held
28,070
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#288
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, 2026Prospera Financial Services Inc holds $193,149,306 across 14 Drug Manufacturers - General names. NVS ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
46,944 | $56,306,046 | |
| 2 | JNJ |
Johnson & Johnson
|
174,910 | $44,421,892 | |
| 3 | ABBV |
AbbVie Inc.
|
96,118 | $24,187,133 | |
| 4 | NVO |
Novo Nordisk A S
|
308,903 | $14,808,809 | |
| 5 | MRK |
Merck & Co., Inc.
|
102,060 | $13,114,710 | |
| 6 | AZN |
Astrazeneca PLC
|
56,268 | $10,669,538 | |
| 7 | AMGN |
Amgen Inc
|
26,804 | $9,706,264 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
71,841 | $9,076,391 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,399,130 | 28,070 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,283,262 | 28,041 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,567,937 | 25,879 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,327,315 | 25,946 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,204,707 | 26,483 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,439,739 | 21,885 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,713,726 | 17,611 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,969,947 | 17,127 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,823,233 | 17,126 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,685,230 | 17,422 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,751,930 | 17,351 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,379,082 | 13,539 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,320,003 | 13,081 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,017,796 | 11,063 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $849,048 | 9,359 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $772,641 | 10,165 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $602,698 | 7,130 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $625,920 | 7,133 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,055,500 | 12,067 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,412,585 | 17,273 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,549,346 | 16,981 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,392,414 | 27,988 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,497,956 | 26,453 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $16,174 | 186 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,115,287 | 24,219 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,893,711 | 22,968 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||