Position in NVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$636,904
-$356,577 QoQ
Shares Held
4,064
-37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#788
of 1,603 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $31,026,473 across 16 Drug Manufacturers - General names. NVS ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,378 | $8,849,389 | |
| 2 | AMGN |
Amgen Inc
|
17,477 | $6,328,764 | |
| 3 | JNJ |
Johnson & Johnson
|
16,278 | $4,134,116 | |
| 4 | MRK |
Merck & Co., Inc.
|
26,464 | $3,400,620 | |
| 5 | ABBV |
AbbVie Inc.
|
11,434 | $2,877,245 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
28,598 | $1,647,812 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
5,499 | $694,738 | |
| 8 | NVS |
Novartis AG
This page
|
4,064 | $636,904 |
All Filings in NVS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $636,904 | 4,064 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $993,481 | 6,504 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $527,073 | 3,823 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $410,492 | 3,201 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $365,569 | 3,021 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $241,463 | 2,166 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $304,284 | 3,127 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $311,357 | 2,707 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $281,797 | 2,647 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $194,716 | 2,013 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $193,355 | 1,915 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $190,172 | 1,867 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $238,549 | 2,364 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $180,412 | 1,961 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $185,974 | 2,050 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $195,649 | 2,574 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $245,389 | 2,903 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $257,193 | 2,931 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $232,405 | 2,657 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||