Position in NVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,178,408
+$371,223 QoQ
Shares Held
13,900
+17.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#407
of 1,603 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $24,607,939 across 14 Drug Manufacturers - General names. NVS ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,041 | $4,846,897 | |
| 2 | JNJ |
Johnson & Johnson
|
14,929 | $3,791,518 | |
| 3 | MRK |
Merck & Co., Inc.
|
24,511 | $3,149,663 | |
| 4 | NVS |
Novartis AG
This page
|
13,900 | $2,178,408 | |
| 5 | AZN |
Astrazeneca PLC
|
11,123 | $2,109,143 | |
| 6 | ABBV |
AbbVie Inc.
|
7,480 | $1,882,267 | |
| 7 | PFE |
Pfizer Inc
|
66,535 | $1,602,162 | |
| 8 | AMGN |
Amgen Inc
|
3,219 | $1,165,664 |
All Filings in NVS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,178,408 | 13,900 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,807,185 | 11,831 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $428,913 | 3,111 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $328,294 | 2,560 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $256,541 | 2,120 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $336,781 | 3,021 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $477,597 | 4,908 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $575,100 | 5,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $660,052 | 6,200 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $519,246 | 5,368 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $514,038 | 5,091 | Shares | Defined | 2024-02-13 | |
| 2021-09-30 | $271,673 | 3,322 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $224,997 | 2,466 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $244,814 | 2,864 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $273,374 | 2,895 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $396,189 | 4,556 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $389,187 | 4,456 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $346,290 | 4,200 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||