Position in NVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$929,506
-$18,002 QoQ
Shares Held
5,931
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#645
of 1,603 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026West Family Investments, Inc. holds $12,482,752 across 11 Drug Manufacturers - General names. NVS ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,795 | $3,352,407 | |
| 2 | JNJ |
Johnson & Johnson
|
9,824 | $2,495,001 | |
| 3 | MRK |
Merck & Co., Inc.
|
12,703 | $1,632,335 | |
| 4 | ABBV |
AbbVie Inc.
|
3,970 | $999,010 | |
| 5 | NVS |
Novartis AG
This page
|
5,931 | $929,506 | |
| 6 | AMGN |
Amgen Inc
|
1,833 | $663,765 | |
| 7 | AZN |
Astrazeneca PLC
|
3,229 | $612,282 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
10,464 | $602,935 |
All Filings in NVS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $929,506 | 5,931 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $947,508 | 6,203 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,753,982 | 12,722 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,656,860 | 12,920 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,544,813 | 12,766 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,115,803 | 10,009 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $973,975 | 10,009 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,120,179 | 9,739 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $831,665 | 7,812 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $761,168 | 7,869 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $765,857 | 7,585 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $757,940 | 7,441 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $847,845 | 8,402 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $721,280 | 7,840 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $702,717 | 7,746 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $903,606 | 11,888 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $788,242 | 9,325 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $1,264,155 | 15,458 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $1,098,985 | 12,045 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||