Position in NVS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,656,874
+$6,967 QoQ
Shares Held
16,953
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#372
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $38,252,347 across 13 Drug Manufacturers - General names. NVS ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
10,032 | $12,032,682 | |
| 2 | JNJ |
Johnson & Johnson
|
28,318 | $7,191,922 | |
| 3 | ABBV |
AbbVie Inc.
|
19,940 | $5,017,701 | |
| 4 | MRK |
Merck & Co., Inc.
|
23,506 | $3,020,521 | |
| 5 | NVS |
Novartis AG
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|
16,953 | $2,656,874 | |
| 6 | AMGN |
Amgen Inc
|
6,176 | $2,236,453 | |
| 7 | AZN |
Astrazeneca PLC
|
9,648 | $1,829,453 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
9,839 | $1,243,059 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,656,874 | 16,953 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,649,907 | 17,348 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,448,157 | 17,757 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,292,418 | 17,876 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,114,649 | 17,475 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,030,608 | 18,215 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,684,630 | 17,312 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,019,981 | 17,562 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,935,229 | 18,178 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,778,671 | 18,388 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,873,599 | 18,556 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,874,020 | 18,398 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,814,866 | 17,985 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,591,784 | 17,302 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,592,226 | 17,551 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,344,388 | 17,687 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,494,152 | 17,676 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,383,466 | 15,766 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,367,505 | 15,634 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,285,009 | 15,713 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,416,683 | 15,527 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,424,011 | 16,659 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,565,271 | 16,576 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,508,929 | 17,352 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,433,424 | 16,412 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,325,466 | 16,076 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||