Position in NVS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,107,535
-$453,230 QoQ
Shares Held
38,971
-9.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#238
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, 2026Sequoia Financial Advisors, LLC holds $404,940,719 across 16 Drug Manufacturers - General names. NVS ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
154,543 | $185,363,525 | |
| 2 | AMGN |
Amgen Inc
|
173,024 | $62,655,450 | |
| 3 | JNJ |
Johnson & Johnson
|
203,267 | $51,623,719 | |
| 4 | MRK |
Merck & Co., Inc.
|
292,117 | $37,537,034 | |
| 5 | ABBV |
AbbVie Inc.
|
94,884 | $23,876,609 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
179,874 | $10,364,339 | |
| 7 | PFE |
Pfizer Inc
|
332,178 | $7,998,846 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
58,662 | $7,411,357 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,107,535 | 38,971 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $6,560,765 | 42,951 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,740,217 | 41,635 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,359,790 | 41,795 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,593,902 | 37,963 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,653,979 | 32,777 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,689,843 | 27,642 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $3,119,227 | 27,119 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,889,005 | 27,137 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,448,333 | 25,311 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,948,633 | 39,107 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,125,308 | 20,865 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,996,302 | 19,783 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,093,696 | 11,888 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $916,090 | 10,098 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $595,462 | 7,834 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,048,341 | 12,402 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $964,899 | 10,996 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $675,618 | 7,724 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $231,437 | 2,830 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $503,918 | 5,523 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $464,925 | 5,439 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $513,604 | 5,439 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $453,931 | 5,220 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $495,305 | 5,671 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $380,094 | 4,610 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||