Position in NVS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,807,168
+$269,380 QoQ
Shares Held
17,912
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#355
of 1,603 holders
Holding Since
Mar 2020
26 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, 2026Dynamic Advisor Solutions LLC holds $71,917,812 across 12 Drug Manufacturers - General names. NVS ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
12,708 | $15,242,357 | |
| 2 | ABBV |
AbbVie Inc.
|
58,816 | $14,800,458 | |
| 3 | JNJ |
Johnson & Johnson
|
39,490 | $10,029,275 | |
| 4 | MRK |
Merck & Co., Inc.
|
64,313 | $8,264,220 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
61,991 | $7,831,942 | |
| 6 | AMGN |
Amgen Inc
|
20,237 | $7,328,222 | |
| 7 | NVS |
Novartis AG
This page
|
17,912 | $2,807,168 | |
| 8 | AZN |
Astrazeneca PLC
|
9,057 | $1,717,388 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,807,168 | 17,912 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,537,788 | 16,614 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,282,437 | 16,555 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,547,615 | 19,866 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,465,820 | 20,377 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,841,203 | 16,516 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,609,118 | 16,536 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,912,552 | 16,628 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,858,685 | 17,459 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,394,556 | 14,417 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,840,582 | 18,229 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,878,705 | 18,444 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,782,474 | 17,664 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,332,344 | 14,482 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $366,236 | 4,037 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $355,878 | 4,682 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $412,337 | 4,878 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $422,165 | 4,811 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $390,641 | 4,466 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $364,084 | 4,452 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $452,185 | 4,956 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $420,390 | 4,918 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $492,546 | 5,216 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $259,749 | 2,987 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $263,417 | 3,016 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $294,428 | 3,571 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||