Position in NVS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,844,715
+$475,095 QoQ
Shares Held
37,294
+6.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#243
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, 2026Gradient Investments LLC holds $135,016,826 across 9 Drug Manufacturers - General names. NVS ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
152,831 | $38,814,489 | |
| 2 | LLY |
ELI LILLY & Co
|
27,342 | $32,794,817 | |
| 3 | AZN |
Astrazeneca PLC
|
108,133 | $20,504,179 | |
| 4 | ABBV |
AbbVie Inc.
|
77,648 | $19,539,342 | |
| 5 | AMGN |
Amgen Inc
|
45,254 | $16,387,378 | |
| 6 | NVS |
Novartis AG
This page
|
37,294 | $5,844,715 | |
| 7 | MRK |
Merck & Co., Inc.
|
3,723 | $478,405 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
5,854 | $337,307 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,844,715 | 37,294 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,369,620 | 35,153 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,021,312 | 14,661 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,317,153 | 10,271 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $776,763 | 6,419 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $599,316 | 5,376 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $514,283 | 5,285 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $599,714 | 5,214 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $565,621 | 5,313 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $482,005 | 4,983 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $564,927 | 5,595 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $583,555 | 5,729 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $610,909 | 6,054 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $576,380 | 6,265 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $552,212 | 6,087 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $503,566 | 6,625 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $569,732 | 6,740 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $599,859 | 6,836 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $626,547 | 7,163 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $588,243 | 7,193 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $633,479 | 6,943 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $586,307 | 6,859 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $680,368 | 7,205 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $681,853 | 7,841 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $696,885 | 7,979 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,395,548 | 16,926 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||