Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$80,710
+$7,085 QoQ
Shares Held
515
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,396
of 1,603 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $4,839,565 across 15 Drug Manufacturers - General names. NVS ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,232 | $1,477,697 | |
| 2 | MRK |
Merck & Co., Inc.
|
7,599 | $976,471 | |
| 3 | JNJ |
Johnson & Johnson
|
3,667 | $931,307 | |
| 4 | ABBV |
AbbVie Inc.
|
3,167 | $796,943 | |
| 5 | AZN |
Astrazeneca PLC
|
870 | $164,969 | |
| 6 | AMGN |
Amgen Inc
|
445 | $161,143 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
1,572 | $90,578 | |
| 8 | NVS |
Novartis AG
This page
|
515 | $80,710 |
All Filings in NVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,710 | 515 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $73,625 | 482 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $21,231 | 154 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $15,901 | 124 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||