Heritage Wealth Advisors

Position in NVS — Novartis AG

CIK 1591122 RICHMOND, VA

Position in NVS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$68,329

+$1,730 QoQ

Shares Held

436

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,412

of 1,603 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Heritage Wealth Advisors holds $69,262,222 across 12 Drug Manufacturers - General names. NVS ranks #9 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	244,804	$62,172,871
2	MRK	Merck & Co., Inc.	18,619	$2,392,541
3	ABBV	AbbVie Inc.	7,574	$1,905,921
4	LLY	ELI LILLY & Co	1,021	$1,224,618
5	AMGN	Amgen Inc	1,607	$581,926
6	BIIB	Biogen Inc.	2,009	$434,064
7	GILD	Gilead Sciences, Inc.	1,808	$228,422
8	BMY	Bristol Myers Squibb Co	1,250	$72,025

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$68,329	436	0.0%	Shares	Sole	2026-08-14
2026-03-31	$66,599	436	-72.0%	Shares	Sole	2026-05-14
2025-12-31	$214,525	1,556	0.0%	Shares	Sole	2026-02-13
2025-09-30	$199,541	1,556	0.0%	Shares	Sole	2025-11-13
2025-06-30	$188,291	1,556	+3.4%	Shares	Sole	2025-08-11
2025-03-31	$167,777	1,505	0.0%	Shares	Sole	2025-05-08
2024-12-31	$146,451	1,505	0.0%	Shares	Sole	2025-02-12
2024-09-30	$173,105	1,505	-10.7%	Shares	Sole	2024-11-12
2023-03-31	$155,020	1,685	-9.7%	Shares	Sole	2023-05-04
2022-06-30	$157,648	1,865	+43.5%	Shares	Sole	2022-08-04
2022-03-31	$114,075	1,300	-10.3%	Shares	Sole	2022-05-11
2021-09-30	$118,581	1,450	0.0%	Shares	Sole	2021-11-02
2021-03-31	$123,946	1,450	-8.9%	Shares	Sole	2021-04-27
2020-12-31	$150,238	1,591	0.0%	Shares	Sole	2021-02-01
2020-09-30	$138,353	1,591	0.0%	Shares	Sole	2020-11-03
2020-06-30	$138,957	1,591	0.0%	Shares	Sole	2020-07-17
2020-03-31	$131,177	1,591	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.