Position in NVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,222,633
+$66,055 QoQ
Shares Held
20,563
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#336
of 1,603 holders
Holding Since
Jun 2020
22 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, 2026Perigon Wealth Management, LLC holds $133,198,589 across 14 Drug Manufacturers - General names. NVS ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
37,313 | $44,754,335 | |
| 2 | ABBV |
AbbVie Inc.
|
111,476 | $28,051,820 | |
| 3 | JNJ |
Johnson & Johnson
|
90,574 | $23,003,078 | |
| 4 | MRK |
Merck & Co., Inc.
|
81,333 | $10,451,290 | |
| 5 | AMGN |
Amgen Inc
|
17,744 | $6,425,457 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
39,409 | $4,978,933 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
67,767 | $3,904,734 | |
| 8 | PFE |
Pfizer Inc
|
152,791 | $3,679,207 |
All Filings in NVS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,222,633 | 20,563 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,156,578 | 20,665 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,826,335 | 20,500 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,174,565 | 16,957 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,029,579 | 16,772 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,883,566 | 16,896 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,678,208 | 17,246 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,985,360 | 17,261 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,861,027 | 17,481 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,704,479 | 17,621 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,711,946 | 16,955 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,765,131 | 17,329 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,754,118 | 17,383 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $339,572 | 3,691 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $342,195 | 3,772 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $284,581 | 3,744 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $305,068 | 3,609 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $202,878 | 2,312 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $212,406 | 2,328 | Shares | Sole | 2021-07-19 | |
| 2020-12-31 | $151,560 | 1,605 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $330,448 | 3,800 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $318,965 | 3,652 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||