Position in NVS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,306,261
+$267,409 QoQ
Shares Held
8,335
+22.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#551
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, 2026Avior Wealth Management, LLC holds $30,767,166 across 13 Drug Manufacturers - General names. NVS ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
39,538 | $9,949,342 | |
| 2 | LLY |
ELI LILLY & Co
|
6,424 | $7,705,138 | |
| 3 | JNJ |
Johnson & Johnson
|
24,324 | $6,177,566 | |
| 4 | NVS |
Novartis AG
This page
|
8,335 | $1,306,261 | |
| 5 | NVO |
Novo Nordisk A S
|
25,680 | $1,231,099 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
7,098 | $896,761 | |
| 7 | MRK |
Merck & Co., Inc.
|
6,362 | $817,517 | |
| 8 | AMGN |
Amgen Inc
|
2,063 | $747,053 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,306,261 | 8,335 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,038,852 | 6,801 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $878,231 | 6,370 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $815,862 | 6,362 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $756,433 | 6,251 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $551,380 | 4,946 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,095,613 | 11,259 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $1,296,160 | 11,269 | Shares | Other | 2024-11-08 | |
| 2024-06-30 | $1,200,654 | 11,278 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,231,372 | 12,730 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $1,183,064 | 11,717 | Shares | Other | 2024-01-30 | |
| 2023-09-30 | $1,190,030 | 11,683 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $1,178,930 | 11,683 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $1,074,836 | 11,683 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,336,577 | 14,733 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $1,291,485 | 16,991 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $1,409,283 | 16,672 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $1,465,863 | 16,705 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,639,974 | 18,749 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,124,393 | 13,749 | Shares | Other | 2021-11-02 | |
| 2021-06-30 | $1,254,457 | 13,749 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $1,339,556 | 15,671 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $1,498,792 | 15,872 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $632,112 | 7,269 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $660,377 | 7,561 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $623,404 | 7,561 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||