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Equibles

TD PRIVATE CLIENT WEALTH LLC

Position in NVS — Novartis AG

CIK 1551017 NEW YORK, NY
Back to NVS Full portfolio

Position in NVS

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$2,020,434
-$79,573 QoQ
Shares Held
12,892
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#425
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, 2026

TD PRIVATE CLIENT WEALTH LLC holds $73,461,022 across 15 Drug Manufacturers - General names. NVS ranks #9 (2.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ABBV
AbbVie Inc.
 68,085 $17,132,909
2 JNJ
Johnson & Johnson
 40,175 $10,203,244
3 GILD
Gilead Sciences, Inc.
 65,996 $8,337,934
4 MRK
Merck & Co., Inc.
 63,772 $8,194,702
5 LLY
ELI LILLY & Co
 5,646 $6,771,982
6 AMGN
Amgen Inc
 17,457 $6,321,528
7 SNY
Sanofi
 130,032 $5,547,165
8 PFE
Pfizer Inc
 217,302 $5,232,632

All Filings in NVS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,020,434 12,892
2026-03-31 $2,100,007 13,748
2025-12-31 $2,246,729 16,296
2025-09-30 $1,846,399 14,398
2025-06-30 $1,489,270 12,307
2025-03-31 $1,386,253 12,435
2024-12-31 $1,224,159 12,580
2024-09-30 $1,431,538 12,446
2024-06-30 $942,171 8,850
2024-03-31 $1,054,937 10,906
2023-12-31 $1,204,774 11,932
2023-09-30 $1,151,323 11,303
2023-06-30 $953,094 9,445
2023-03-31 $863,972 9,391
2022-12-31 $1,138,263 12,547
2022-09-30 $895,625 11,783
2022-06-30 $1,268,457 15,006
2022-03-31 $1,162,687 13,250
2021-12-31 $1,475,793 16,872
2021-09-30 $1,412,095 17,267
2021-06-30 $2,281,912 25,010
2021-03-31 $1,832,434 21,437
2020-12-31 $2,158,292 22,856
2020-09-30 $2,094,344 24,084
2020-06-30 $2,895,408 33,151
2020-03-31 $1,692,863 20,532

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