Position in NVS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,254,229
+$8,859 QoQ
Shares Held
8,003
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#563
of 1,603 holders
Holding Since
Mar 2020
25 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, 2026Independent Advisor Alliance holds $142,543,101 across 14 Drug Manufacturers - General names. NVS ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
41,149 | $49,355,348 | |
| 2 | JNJ |
Johnson & Johnson
|
100,260 | $25,463,032 | |
| 3 | ABBV |
AbbVie Inc.
|
91,394 | $22,998,385 | |
| 4 | MRK |
Merck & Co., Inc.
|
102,748 | $13,203,117 | |
| 5 | AMGN |
Amgen Inc
|
30,517 | $11,050,815 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
97,475 | $5,616,509 | |
| 7 | PFE |
Pfizer Inc
|
223,046 | $5,370,947 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
38,289 | $4,837,431 |
All Filings in NVS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,254,229 | 8,003 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,245,370 | 8,153 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,081,727 | 7,846 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $690,315 | 5,383 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $590,528 | 4,880 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $505,450 | 4,534 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $424,466 | 4,362 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $406,709 | 3,536 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $372,077 | 3,495 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $356,933 | 3,690 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $464,260 | 4,598 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $432,701 | 4,248 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $434,518 | 4,306 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $414,000 | 4,500 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $369,636 | 4,863 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $387,485 | 4,584 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $446,033 | 5,083 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $454,319 | 5,194 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $485,446 | 5,936 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $518,790 | 5,686 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $404,063 | 4,727 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $442,310 | 4,684 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $366,188 | 4,211 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $376,260 | 4,308 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $354,535 | 4,300 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||