Position in NVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,454,480
+$305,586 QoQ
Shares Held
34,804
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#253
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, 2026Merit Financial Group, LLC holds $230,161,066 across 16 Drug Manufacturers - General names. NVS ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
45,883 | $55,033,445 | |
| 2 | JNJ |
Johnson & Johnson
|
209,661 | $53,247,600 | |
| 3 | ABBV |
AbbVie Inc.
|
108,652 | $27,341,184 | |
| 4 | MRK |
Merck & Co., Inc.
|
209,288 | $26,893,505 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
387,188 | $22,309,767 | |
| 6 | AMGN |
Amgen Inc
|
31,151 | $11,280,394 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
57,490 | $7,263,282 | |
| 8 | PFE |
Pfizer Inc
|
272,103 | $6,552,236 |
All Filings in NVS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,454,480 | 34,804 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $5,148,894 | 33,708 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $4,480,635 | 32,499 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $3,994,033 | 31,145 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $3,693,225 | 30,520 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,227,147 | 19,978 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,050,072 | 10,791 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,125,010 | 9,781 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,129,327 | 10,608 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,017,115 | 10,515 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $202,545 | 2,006 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||