Position in NVS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,531,311
+$47,192 QoQ
Shares Held
9,771
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#499
of 1,603 holders
Holding Since
Mar 2020
26 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, 2026Nicholas Hoffman & Company, LLC. holds $35,503,201 across 12 Drug Manufacturers - General names. NVS ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
9,776 | $11,725,628 | |
| 2 | JNJ |
Johnson & Johnson
|
34,137 | $8,669,773 | |
| 3 | ABBV |
AbbVie Inc.
|
10,274 | $2,585,349 | |
| 4 | AZN |
Astrazeneca PLC
|
11,897 | $2,255,909 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
35,055 | $2,019,869 | |
| 6 | GSK |
GSK plc
|
37,580 | $1,969,943 | |
| 7 | MRK |
Merck & Co., Inc.
|
15,146 | $1,946,261 | |
| 8 | NVS |
Novartis AG
This page
|
9,771 | $1,531,311 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,531,311 | 9,771 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,484,119 | 9,716 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,337,614 | 9,702 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,241,619 | 9,682 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,335,103 | 11,033 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,222,489 | 10,966 | Shares | Sole | 2025-06-23 | |
| 2024-12-31 | $969,012 | 9,958 | Shares | Sole | 2025-06-23 | |
| 2024-09-30 | $1,148,934 | 9,989 | Shares | Sole | 2025-06-23 | |
| 2024-06-30 | $1,051,931 | 9,881 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $959,658 | 9,921 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $995,261 | 9,857 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,004,034 | 9,857 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,001,733 | 9,927 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $887,892 | 9,651 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $875,538 | 9,651 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $732,812 | 9,641 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $792,975 | 9,381 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $841,698 | 9,592 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $831,139 | 9,502 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $775,683 | 9,485 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $940,593 | 10,309 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $876,682 | 10,256 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $833,722 | 8,829 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $765,421 | 8,802 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $704,222 | 8,063 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $626,867 | 7,603 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||