Position in NVS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$380,829
+$5,064 QoQ
Shares Held
2,430
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,010
of 1,603 holders
Holding Since
Jun 2020
20 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, 2026Formidable Asset Management, LLC holds $28,439,814 across 10 Drug Manufacturers - General names. NVS ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
11,607 | $13,921,785 | |
| 2 | JNJ |
Johnson & Johnson
|
23,878 | $6,064,295 | |
| 3 | ABBV |
AbbVie Inc.
|
9,748 | $2,452,986 | |
| 4 | AMGN |
Amgen Inc
|
5,152 | $1,865,642 | |
| 5 | MRK |
Merck & Co., Inc.
|
11,070 | $1,422,495 | |
| 6 | PFE |
Pfizer Inc
|
56,869 | $1,369,405 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
9,040 | $520,884 | |
| 8 | NVS |
Novartis AG
This page
|
2,430 | $380,829 |
All Filings in NVS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,829 | 2,430 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $375,765 | 2,460 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $351,568 | 2,550 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $355,866 | 2,775 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $429,585 | 3,550 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $395,754 | 3,550 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $317,717 | 3,265 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $375,540 | 3,265 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $401,034 | 3,767 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $354,612 | 3,666 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $339,865 | 3,366 | Shares | Sole | 2024-02-07 | |
| 2023-03-31 | $312,432 | 3,396 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $308,085 | 3,396 | Shares | Sole | 2023-02-07 | |
| 2022-03-31 | $297,999 | 3,396 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $286,475 | 3,503 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $319,613 | 3,503 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $314,651 | 3,681 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $347,596 | 3,681 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $320,099 | 3,681 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $317,830 | 3,639 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||