Position in NVS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,016,485
+$25,749 QoQ
Shares Held
6,486
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#612
of 1,603 holders
Holding Since
Dec 2023
11 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, 2026Joel Isaacson & Co., LLC holds $52,580,622 across 13 Drug Manufacturers - General names. NVS ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
79,396 | $20,164,202 | |
| 2 | LLY |
ELI LILLY & Co
|
11,698 | $14,030,933 | |
| 3 | MRK |
Merck & Co., Inc.
|
43,718 | $5,617,763 | |
| 4 | AMGN |
Amgen Inc
|
8,040 | $2,911,444 | |
| 5 | ABBV |
AbbVie Inc.
|
8,694 | $2,187,758 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
37,637 | $2,168,643 | |
| 7 | PFE |
Pfizer Inc
|
86,319 | $2,078,561 | |
| 8 | NVS |
Novartis AG
This page
|
6,486 | $1,016,485 |
All Filings in NVS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,016,485 | 6,486 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $990,736 | 6,486 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $888,158 | 6,442 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $725,453 | 5,657 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $684,553 | 5,657 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $809,456 | 7,261 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $455,118 | 4,677 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $556,351 | 4,837 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $517,608 | 4,862 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $451,825 | 4,671 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $267,166 | 2,646 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||