Position in NVS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,736,250
+$1,910,894 QoQ
Shares Held
96,473
+3.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Allworth Financial LP holds $325,693,383 across 18 Drug Manufacturers - General names. NVS ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
412,264 | $100,773,812 | |
| 2 | LLY |
ELI LILLY & Co
|
66,228 | $60,914,527 | |
| 3 | ABBV |
AbbVie Inc.
|
263,766 | $57,366,467 | |
| 4 | MRK |
Merck & Co., Inc.
|
262,901 | $31,624,361 | |
| 5 | AMGN |
Amgen Inc
|
54,554 | $19,194,824 | |
| 6 | NVS |
Novartis AG
This page
|
96,473 | $14,736,250 | |
| 7 | PFE |
Pfizer Inc
|
484,920 | $13,616,553 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
220,900 | $13,397,585 |
All Filings in NVS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,736,250 | 96,473 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,825,356 | 93,025 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,259,359 | 95,597 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $11,599,776 | 95,858 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,578,002 | 94,887 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,319,184 | 95,768 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $448,808 | 3,902 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $406,250 | 3,816 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $360,802 | 3,730 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $381,666 | 3,780 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $310,367 | 3,047 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $325,434 | 3,225 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $298,264 | 3,242 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $283,771 | 3,128 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $244,828 | 3,221 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $185,712 | 2,197 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $175,938 | 2,005 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $178,876 | 2,045 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $117,436 | 1,436 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $36,769 | 403 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $19,574 | 229 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $27,006 | 286 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $46,610 | 536 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $53,626 | 614 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $46,501 | 564 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||