Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$313,440
+$7,940 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,106
of 1,603 holders
Holding Since
Mar 2023
12 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, 2026Peak Asset Management, LLC holds $10,550,757 across 7 Drug Manufacturers - General names. NVS ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
16,957 | $4,306,569 | |
| 2 | MRK |
Merck & Co., Inc.
|
21,535 | $2,767,247 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
32,175 | $1,853,923 | |
| 4 | PFE |
Pfizer Inc
|
29,704 | $715,272 | |
| 5 | NVO |
Novo Nordisk A S
|
7,200 | $345,168 | |
| 6 | NVS |
Novartis AG
This page
|
2,000 | $313,440 | |
| 7 | AMGN |
Amgen Inc
|
688 | $249,138 |
All Filings in NVS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,440 | 2,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $305,500 | 2,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $275,740 | 2,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $256,480 | 2,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $242,020 | 2,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $222,960 | 2,000 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $230,040 | 2,000 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $212,920 | 2,000 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $242,328 | 2,400 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $244,464 | 2,400 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $242,184 | 2,400 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $220,800 | 2,400 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||