Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$984,358
+$29,824 QoQ
Shares Held
6,281
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#623
of 1,603 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026JNBA Financial Advisors holds $8,063,885 across 15 Drug Manufacturers - General names. NVS ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
9,004 | $2,265,766 | |
| 2 | JNJ |
Johnson & Johnson
|
7,699 | $1,955,315 | |
| 3 | NVS |
Novartis AG
This page
|
6,281 | $984,358 | |
| 4 | MRK |
Merck & Co., Inc.
|
5,494 | $705,979 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
4,283 | $541,114 | |
| 6 | LLY |
ELI LILLY & Co
|
450 | $539,743 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
5,281 | $304,291 | |
| 8 | AMGN |
Amgen Inc
|
657 | $237,912 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $984,358 | 6,281 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $954,534 | 6,249 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $892,570 | 6,474 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $853,693 | 6,657 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $856,024 | 7,074 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $788,609 | 7,074 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $749,481 | 7,702 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $888,759 | 7,727 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $900,225 | 8,456 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $837,681 | 8,660 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $876,924 | 8,685 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $921,018 | 9,042 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $941,490 | 9,330 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $904,912 | 9,836 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $912,733 | 10,061 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $791,264 | 10,410 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $886,719 | 10,490 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $940,855 | 10,722 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,000,394 | 11,437 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $943,495 | 11,537 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,052,635 | 11,537 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $986,182 | 11,537 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,077,635 | 11,412 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,030,128 | 11,846 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,034,018 | 11,839 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $976,125 | 11,839 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||