Position in NVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$708,844
+$53,089 QoQ
Shares Held
4,523
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#746
of 1,603 holders
Holding Since
Sep 2023
12 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, 2026Klingman & Associates, LLC holds $15,277,947 across 11 Drug Manufacturers - General names. NVS ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
17,448 | $4,431,268 | |
| 2 | ABBV |
AbbVie Inc.
|
13,168 | $3,313,595 | |
| 3 | LLY |
ELI LILLY & Co
|
2,410 | $2,890,626 | |
| 4 | MRK |
Merck & Co., Inc.
|
10,463 | $1,344,495 | |
| 5 | AMGN |
Amgen Inc
|
2,140 | $774,936 | |
| 6 | NVS |
Novartis AG
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|
4,523 | $708,844 | |
| 7 | PFE |
Pfizer Inc
|
28,237 | $679,946 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,664 | $336,569 |
All Filings in NVS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,844 | 4,523 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $655,755 | 4,293 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $570,643 | 4,139 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $511,677 | 3,990 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $397,396 | 3,284 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $338,118 | 3,033 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $263,515 | 2,708 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $303,422 | 2,638 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $279,457 | 2,625 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $262,621 | 2,715 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $274,133 | 2,715 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $276,549 | 2,715 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||