Position in NVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$637,849
+$16,157 QoQ
Shares Held
4,070
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#786
of 1,603 holders
Holding Since
Mar 2020
24 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, 2026Capital Analysts, LLC holds $29,659,281 across 14 Drug Manufacturers - General names. NVS ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
72,378 | $9,300,573 | |
| 2 | JNJ |
Johnson & Johnson
|
32,347 | $8,215,167 | |
| 3 | LLY |
ELI LILLY & Co
|
5,315 | $6,374,970 | |
| 4 | ABBV |
AbbVie Inc.
|
7,055 | $1,775,319 | |
| 5 | AMGN |
Amgen Inc
|
3,021 | $1,093,963 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
6,923 | $874,651 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
11,930 | $687,405 | |
| 8 | NVS |
Novartis AG
This page
|
4,070 | $637,849 |
All Filings in NVS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,849 | 4,070 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $621,692 | 4,070 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $698,035 | 5,063 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $649,278 | 5,063 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $612,673 | 5,063 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $566,652 | 5,083 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $494,626 | 5,083 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $584,646 | 5,083 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $481,199 | 4,520 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $416,229 | 4,303 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $434,473 | 4,303 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $570,212 | 5,598 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $563,985 | 5,589 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $395,876 | 4,303 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $390,368 | 4,303 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $327,983 | 4,315 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $369,818 | 4,375 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $389,171 | 4,435 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $388,804 | 4,445 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $368,418 | 4,505 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $413,225 | 4,529 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $381,411 | 4,462 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,644 | 28 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $45,594 | 553 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||