Position in NVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$86,196
+$2,184 QoQ
Shares Held
550
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,389
of 1,603 holders
Holding Since
Mar 2020
22 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, 2026Clearstead Trust, LLC holds $22,171,356 across 14 Drug Manufacturers - General names. NVS ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
6,741 | $8,085,358 | |
| 2 | JNJ |
Johnson & Johnson
|
25,970 | $6,595,600 | |
| 3 | ABBV |
AbbVie Inc.
|
13,194 | $3,320,138 | |
| 4 | MRK |
Merck & Co., Inc.
|
19,379 | $2,490,201 | |
| 5 | PFE |
Pfizer Inc
|
23,084 | $555,862 | |
| 6 | AZN |
Astrazeneca PLC
|
2,089 | $396,116 | |
| 7 | NVO |
Novo Nordisk A S
|
6,678 | $320,143 | |
| 8 | AMGN |
Amgen Inc
|
305 | $110,446 |
All Filings in NVS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,196 | 550 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $84,012 | 550 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $95,957 | 696 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $89,255 | 696 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $99,228 | 820 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $80,265 | 720 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $50,601 | 520 | Shares | Sole | 2025-02-10 | |
| 2024-03-31 | $26,020 | 269 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $15,650 | 155 | Shares | Sole | 2024-02-06 | |
| 2023-03-31 | $189,520 | 2,060 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $188,244 | 2,075 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $165,321 | 2,175 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $175,399 | 2,075 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $182,081 | 2,075 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $181,500 | 2,075 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $169,693 | 2,075 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $189,323 | 2,075 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $177,371 | 2,075 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $195,942 | 2,075 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $180,442 | 2,075 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $181,230 | 2,075 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $171,083 | 2,075 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||