OneDigital Investment Advisors LLC

Position in NVS — Novartis AG

CIK 1690370 OVERLAND PARK, KS

Position in NVS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,345,441

+$32,555 QoQ

Shares Held

8,585

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#541

of 1,603 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Healthcare · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $86,440,681 across 13 Drug Manufacturers - General names. NVS ranks #10 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	82,258	$20,891,064
2	ABBV	AbbVie Inc.	66,679	$16,779,103
3	LLY	ELI LILLY & Co	13,436	$16,115,542
4	MRK	Merck & Co., Inc.	57,459	$7,383,481
5	PFE	Pfizer Inc	258,994	$6,236,575
6	AMGN	Amgen Inc	16,412	$5,943,113
7	BMY	Bristol Myers Squibb Co	102,842	$5,925,756
8	GILD	Gilead Sciences, Inc.	20,266	$2,560,406

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,345,441	8,585	-0.1%	Shares	Sole	2026-08-07
2026-03-31	$1,312,886	8,595	+9.6%	Shares	Sole	2026-05-08
2025-12-31	$1,080,900	7,840	+10.7%	Shares	Sole	2026-02-13
2025-09-30	$907,939	7,080	+8.1%	Shares	Sole	2025-11-10
2025-06-30	$792,494	6,549	-3.8%	Shares	Sole	2025-08-07
2025-03-31	$759,290	6,811	-2.3%	Shares	Sole	2025-04-29
2024-12-31	$678,445	6,972	-31.3%	Shares	Sole	2025-02-13
2024-09-30	$1,167,337	10,149	-8.9%	Shares	Sole	2024-11-06
2024-06-30	$1,185,964	11,140	+67.0%	Shares	Sole	2024-08-02
2024-03-31	$645,285	6,671	-15.7%	Shares	Sole	2024-05-10
2023-12-31	$798,571	7,909	+87.3%	Shares	Sole	2024-02-13
2023-09-30	$430,154	4,223	-4.3%	Shares	Sole	2023-11-14
2023-06-30	$445,517	4,415	-67.3%	Shares	Sole	2023-08-07
2023-03-31	$1,243,288	13,514	+252.6%	Shares	Sole	2023-05-10
2022-12-31	$347,729	3,833	+14.4%	Shares	Sole	2023-02-02
2022-09-30	$254,633	3,350	-4.1%	Shares	Sole	2022-11-08
2022-06-30	$295,178	3,492	-20.0%	Shares	Sole	2022-08-08
2022-03-31	$383,204	4,367	+3.2%	Shares	Sole	2022-05-05
2021-12-31	$369,998	4,230	-6.3%	Shares	Sole	2022-02-23
2021-09-30	$369,318	4,516	+1.1%	Shares	Sole	2021-11-05
2021-06-30	$407,569	4,467	+4.9%	Shares	Sole	2021-08-09
2021-03-31	$364,144	4,260	-7.5%	Shares	Sole	2021-05-10
2020-12-31	$434,944	4,606	+7.6%	Shares	Sole	2021-02-08
2020-09-30	$372,362	4,282	-19.9%	Shares	Sole	2020-10-09
2020-06-30	$466,832	5,345	+4.9%	Shares	Sole	2020-08-14
2020-03-31	$420,082	5,095	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.