Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$840,175
+$27,240 QoQ
Shares Held
5,361
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#683
of 1,603 holders
Holding Since
Jun 2020
9 quarters on record
Voting authority
Sole 17%
Shared 6%
None 77%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Regal Investment Advisors LLC holds $56,143,765 across 10 Drug Manufacturers - General names. NVS ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
69,318 | $17,443,181 | |
| 2 | JNJ |
Johnson & Johnson
|
65,349 | $16,596,685 | |
| 3 | PFE |
Pfizer Inc
|
378,806 | $9,121,648 | |
| 4 | LLY |
ELI LILLY & Co
|
4,324 | $5,186,335 | |
| 5 | MRK |
Merck & Co., Inc.
|
26,367 | $3,388,159 | |
| 6 | AMGN |
Amgen Inc
|
4,280 | $1,549,873 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
16,352 | $942,202 | |
| 8 | NVS |
Novartis AG
This page
|
5,361 | $840,175 |
All Filings in NVS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840,175 | 5,361 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $812,935 | 5,322 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $696,243 | 5,050 | Shares | Sole | 2026-02-17 | |
| 2022-06-30 | $202,872 | 2,400 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $204,984 | 2,336 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $232,009 | 2,837 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $221,165 | 2,424 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $251,467 | 2,663 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $297,829 | 3,410 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||