Position in NVS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,920,831
+$515,065 QoQ
Shares Held
12,575
+14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 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 Mar 31, 2026First Affirmative Financial Network holds $11,800,477 across 12 Drug Manufacturers - General names. NVS ranks #1 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
This page
|
12,575 | $1,920,831 | |
| 2 | JNJ |
Johnson & Johnson
|
7,524 | $1,839,166 | |
| 3 | LLY |
ELI LILLY & Co
|
1,848 | $1,699,734 | |
| 4 | AZN |
Astrazeneca PLC
|
7,477 | $1,474,613 | |
| 5 | MRK |
Merck & Co., Inc.
|
10,609 | $1,276,156 | |
| 6 | ABBV |
AbbVie Inc.
|
5,527 | $1,202,067 | |
| 7 | AMGN |
Amgen Inc
|
2,302 | $809,958 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,735 | $520,546 |
All Filings in NVS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,920,831 | 12,575 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $1,405,766 | 10,962 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $1,229,945 | 10,164 | Shares | Sole | 2025-11-20 | |
| 2025-03-31 | $1,009,785 | 9,058 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $837,936 | 8,611 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $887,264 | 7,714 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $618,000 | 5,805 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $460,144 | 4,757 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $502,325 | 4,975 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $512,966 | 5,036 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $531,190 | 5,264 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $505,448 | 5,494 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $537,334 | 5,923 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $486,387 | 6,399 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $614,786 | 7,273 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $671,287 | 7,650 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $601,268 | 6,874 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $522,574 | 6,390 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||