Position in NVS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$707,590
+$95,063 QoQ
Shares Held
4,515
+12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#747
of 1,603 holders
Holding Since
Jun 2025
5 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, 2026Pure Financial Advisors, LLC holds $38,114,911 across 13 Drug Manufacturers - General names. NVS ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,010 | $8,408,005 | |
| 2 | MRK |
Merck & Co., Inc.
|
59,640 | $7,663,740 | |
| 3 | JNJ |
Johnson & Johnson
|
29,199 | $7,415,670 | |
| 4 | ABBV |
AbbVie Inc.
|
23,887 | $6,010,924 | |
| 5 | AMGN |
Amgen Inc
|
7,972 | $2,886,820 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
22,483 | $1,295,470 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,775 | $982,293 | |
| 8 | NVO |
Novo Nordisk A S
|
16,779 | $804,385 |
All Filings in NVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,590 | 4,515 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $612,527 | 4,010 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $460,899 | 3,343 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $339,194 | 2,645 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $424,866 | 3,511 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||