Position in NVS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$956,305
+$204,012 QoQ
Shares Held
6,102
+23.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#635
of 1,603 holders
Holding Since
Dec 2020
20 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, 2026Modera Wealth Management, LLC holds $185,718,461 across 12 Drug Manufacturers - General names. NVS ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
45,597 | $54,690,414 | |
| 2 | JNJ |
Johnson & Johnson
|
204,425 | $51,917,817 | |
| 3 | AMGN |
Amgen Inc
|
95,220 | $34,481,066 | |
| 4 | ABBV |
AbbVie Inc.
|
78,277 | $19,697,624 | |
| 5 | NVO |
Novo Nordisk A S
|
305,796 | $14,659,860 | |
| 6 | MRK |
Merck & Co., Inc.
|
47,191 | $6,064,043 | |
| 7 | PFE |
Pfizer Inc
|
50,928 | $1,226,346 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
18,917 | $1,089,997 |
All Filings in NVS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $956,305 | 6,102 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $752,293 | 4,925 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $744,222 | 5,398 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $674,157 | 5,257 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $635,907 | 5,255 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $602,103 | 5,401 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $562,062 | 5,776 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $625,133 | 5,435 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $562,641 | 5,285 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $749,560 | 7,749 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $785,445 | 7,779 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $769,654 | 7,556 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $752,586 | 7,458 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $391,736 | 4,258 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $440,717 | 4,858 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $319,089 | 4,198 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $370,748 | 4,386 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $372,937 | 4,250 | Shares | Sole | 2022-05-03 | |
| 2021-03-31 | $259,773 | 3,039 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $215,111 | 2,278 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||