Position in NVS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$50,393,751
+$9,753,812 QoQ
Shares Held
329,910
+11.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 21.66984935285381.ToString("F0")%
Shared 15.197174987117698.ToString("F0")%
None 63.13297566002849.ToString("F0")%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Mar 31, 2026Cerity Partners LLC holds $2,080,837,635 across 16 Drug Manufacturers - General names. NVS ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
732,549 | $673,776,592 | |
| 2 | JNJ |
Johnson & Johnson
|
1,846,524 | $451,364,326 | |
| 3 | ABBV |
AbbVie Inc.
|
1,215,422 | $264,342,129 | |
| 4 | MRK |
Merck & Co., Inc.
|
1,639,510 | $197,216,656 | |
| 5 | AMGN |
Amgen Inc
|
433,555 | $152,546,325 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
1,392,773 | $84,471,681 | |
| 7 | AZN |
Astrazeneca PLC
|
301,215 | $59,405,621 | |
| 8 | NVS |
Novartis AG
This page
|
329,910 | $50,393,751 |
All Filings in NVS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,393,751 | 329,910 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $40,639,939 | 294,770 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $42,663,139 | 332,682 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $40,992,742 | 338,755 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $37,610,342 | 337,373 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $30,213,684 | 310,489 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $36,287,429 | 315,488 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $28,664,993 | 269,256 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $27,778,534 | 287,176 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $25,020,466 | 247,801 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $19,292,895 | 189,406 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,004,755 | 227,973 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,656,484 | 224,527 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,190,460 | 68,237 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,029,834 | 39,861 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,272,917 | 38,719 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,102,051 | 23,955 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,996,940 | 22,830 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,052,753 | 12,873 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,237,761 | 13,566 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,271,002 | 14,869 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $1,577,830 | 16,709 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,520,843 | 17,489 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,445,477 | 16,550 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,550,802 | 18,809 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||