Position in NVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,066,509
+$199,141 QoQ
Shares Held
13,186
+7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#420
of 1,603 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $313,680,652 across 12 Drug Manufacturers - General names. NVS ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
376,999 | $95,746,435 | |
| 2 | ABBV |
AbbVie Inc.
|
283,274 | $71,283,068 | |
| 3 | MRK |
Merck & Co., Inc.
|
496,731 | $63,829,933 | |
| 4 | LLY |
ELI LILLY & Co
|
39,836 | $47,780,497 | |
| 5 | AMGN |
Amgen Inc
|
68,305 | $24,734,606 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
21,308 | $2,692,051 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
36,978 | $2,130,671 | |
| 8 | NVS |
Novartis AG
This page
|
13,186 | $2,066,509 |
All Filings in NVS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,066,509 | 13,186 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $1,867,368 | 12,225 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,664,503 | 12,073 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $1,421,027 | 11,081 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $1,383,265 | 11,431 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,215,243 | 10,901 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,152,149 | 11,840 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $1,408,419 | 12,245 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $1,303,602 | 12,245 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,184,458 | 12,245 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $1,544,638 | 15,298 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||