Position in NVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$309,365
-$717 QoQ
Shares Held
1,974
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,114
of 1,603 holders
Holding Since
Dec 2021
7 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, 2026Cornerstone Advisory, LLC holds $14,912,700 across 7 Drug Manufacturers - General names. NVS ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
18,006 | $4,572,983 | |
| 2 | ABBV |
AbbVie Inc.
|
16,202 | $4,077,071 | |
| 3 | LLY |
ELI LILLY & Co
|
2,851 | $3,419,575 | |
| 4 | MRK |
Merck & Co., Inc.
|
10,923 | $1,403,605 | |
| 5 | AMGN |
Amgen Inc
|
2,073 | $750,674 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
6,585 | $379,427 | |
| 7 | NVS |
Novartis AG
This page
|
1,974 | $309,365 |
All Filings in NVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,365 | 1,974 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $310,082 | 2,030 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $279,186 | 2,025 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $259,686 | 2,025 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $243,593 | 2,013 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $224,966 | 2,018 | Shares | Sole | 2025-05-07 | |
| 2021-12-31 | $87,470 | 1,000 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||