Position in NVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$307,798
+$6,423 QoQ
Shares Held
1,964
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,116
of 1,603 holders
Holding Since
Mar 2023
4 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, 2026Syverson Strege & Co holds $6,588,529 across 9 Drug Manufacturers - General names. NVS ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
6,303 | $1,600,772 | |
| 2 | ABBV |
AbbVie Inc.
|
5,870 | $1,477,126 | |
| 3 | LLY |
ELI LILLY & Co
|
932 | $1,117,868 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,483 | $576,065 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
8,978 | $517,312 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,341 | $422,101 | |
| 7 | NVS |
Novartis AG
This page
|
1,964 | $307,798 | |
| 8 | PFE |
Pfizer Inc
|
12,702 | $305,864 |
All Filings in NVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,798 | 1,964 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $301,375 | 1,973 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $261,263 | 1,895 | Shares | Sole | 2026-02-09 | |
| 2023-03-31 | $34,040 | 370 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||