Position in NVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$49,993
+$4,321 QoQ
Shares Held
319
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,431
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $1,887,983 across 15 Drug Manufacturers - General names. NVS ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
420 | $503,760 | |
| 2 | JNJ |
Johnson & Johnson
|
1,440 | $365,716 | |
| 3 | ABBV |
AbbVie Inc.
|
1,432 | $360,348 | |
| 4 | MRK |
Merck & Co., Inc.
|
1,691 | $217,293 | |
| 5 | AMGN |
Amgen Inc
|
553 | $200,252 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
1,069 | $61,595 | |
| 7 | NVS |
Novartis AG
This page
|
319 | $49,993 | |
| 8 | AZN |
Astrazeneca PLC
|
243 | $46,077 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,993 | 319 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $45,672 | 299 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $43,291 | 314 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $37,959 | 296 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $32,914 | 272 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $30,322 | 272 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $26,468 | 272 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $31,285 | 272 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $33,215 | 312 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $26,310 | 272 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $27,463 | 272 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $13,954 | 137 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $13,824 | 137 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $12,604 | 137 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $12,428 | 137 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $10,413 | 137 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $15,299 | 181 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $14,566 | 166 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $21,780 | 249 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $16,028 | 196 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $15,510 | 170 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $31,029 | 363 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $28,234 | 299 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $24,522 | 282 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $23,319 | 267 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $23,580 | 286 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||