Position in NVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,345,754
+$58,377 QoQ
Shares Held
8,587
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#540
of 1,603 holders
Holding Since
Jun 2021
18 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, 2026Stratos Wealth Advisors, LLC holds $23,629,551 across 10 Drug Manufacturers - General names. NVS ranks #8 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,874 | $5,846,022 | |
| 2 | ABBV |
AbbVie Inc.
|
15,684 | $3,946,721 | |
| 3 | MRK |
Merck & Co., Inc.
|
24,837 | $3,191,554 | |
| 4 | JNJ |
Johnson & Johnson
|
11,189 | $2,841,670 | |
| 5 | AMGN |
Amgen Inc
|
6,512 | $2,358,125 | |
| 6 | PFE |
Pfizer Inc
|
76,265 | $1,836,461 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
29,183 | $1,681,524 | |
| 8 | NVS |
Novartis AG
This page
|
8,587 | $1,345,754 |
All Filings in NVS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,345,754 | 8,587 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,287,377 | 8,428 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,161,003 | 8,421 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,079,909 | 8,421 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,019,025 | 8,421 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $935,651 | 8,393 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $816,722 | 8,393 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $970,078 | 8,434 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $897,351 | 8,429 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $813,499 | 8,410 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $874,097 | 8,657 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $862,346 | 8,466 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $817,976 | 8,106 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $722,752 | 7,856 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $716,778 | 7,901 | Shares | Sole | 2023-01-19 | |
| 2021-12-31 | $580,363 | 6,635 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $514,069 | 6,286 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $313,956 | 3,441 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||