Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,703,263
+$60,536 QoQ
Shares Held
17,249
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#368
of 1,603 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Waverly Advisors, LLC holds $406,112,967 across 14 Drug Manufacturers - General names. NVS ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
97,676 | $117,155,534 | |
| 2 | ABBV |
AbbVie Inc.
|
322,558 | $81,168,495 | |
| 3 | JNJ |
Johnson & Johnson
|
314,877 | $79,969,311 | |
| 4 | MRK |
Merck & Co., Inc.
|
260,499 | $33,474,121 | |
| 5 | AZN |
Astrazeneca PLC
|
119,233 | $22,608,961 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
349,560 | $20,141,647 | |
| 7 | GSK |
GSK plc
|
290,593 | $15,232,885 | |
| 8 | AMGN |
Amgen Inc
|
41,925 | $15,181,881 |
All Filings in NVS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,703,263 | 17,249 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,642,727 | 17,301 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,157,251 | 15,647 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,796,642 | 14,010 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,667,275 | 13,778 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,516,685 | 13,605 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $996,746 | 10,243 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $918,664 | 7,987 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $907,465 | 8,524 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $419,518 | 4,337 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $293,216 | 2,904 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $261,372 | 2,566 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||