Position in NVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$16,583,953
+$675,652 QoQ
Shares Held
105,819
+1.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#130
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $147,518,356 across 14 Drug Manufacturers - General names. NVS ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
22,420 | $26,891,222 | |
| 2 | JNJ |
Johnson & Johnson
|
101,232 | $25,709,891 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
135,292 | $17,092,791 | |
| 4 | NVS |
Novartis AG
This page
|
105,819 | $16,583,953 | |
| 5 | ABBV |
AbbVie Inc.
|
49,487 | $12,452,908 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
169,475 | $9,765,149 | |
| 7 | BIIB |
Biogen Inc.
|
34,283 | $7,407,184 | |
| 8 | AZN |
Astrazeneca PLC
|
34,429 | $6,528,426 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,583,953 | 105,819 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,908,301 | 104,146 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $13,764,113 | 99,834 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $13,017,129 | 101,506 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $12,181,471 | 100,665 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $10,179,238 | 91,310 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,998,547 | 92,473 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $11,077,921 | 96,313 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $10,119,661 | 95,056 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $9,096,585 | 94,041 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $7,219,657 | 71,503 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $6,894,088 | 67,682 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,922,224 | 68,598 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,595,072 | 60,816 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $6,118,610 | 67,445 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,508,190 | 19,842 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,738,274 | 20,564 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,525,270 | 17,382 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $899,541 | 10,284 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $541,547 | 6,622 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $914,954 | 10,028 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $698,115 | 8,167 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $731,832 | 7,750 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $653,765 | 7,518 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,034,367 | 11,843 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $580,942 | 7,046 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||