Position in NVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,390,576
+$35,226 QoQ
Shares Held
8,873
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#526
of 1,603 holders
Holding Since
Mar 2020
26 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, 2026Beaton Management Co. Inc. holds $24,228,910 across 8 Drug Manufacturers - General names. NVS ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,856 | $7,023,862 | |
| 2 | JNJ |
Johnson & Johnson
|
21,384 | $5,430,894 | |
| 3 | ABBV |
AbbVie Inc.
|
15,542 | $3,910,988 | |
| 4 | MRK |
Merck & Co., Inc.
|
21,587 | $2,773,929 | |
| 5 | NVS |
Novartis AG
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|
8,873 | $1,390,576 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
23,369 | $1,346,521 | |
| 7 | AMGN |
Amgen Inc
|
3,409 | $1,234,467 | |
| 8 | PFE |
Pfizer Inc
|
46,415 | $1,117,673 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,390,576 | 8,873 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,355,350 | 8,873 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,223,320 | 8,873 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,137,873 | 8,873 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,073,721 | 8,873 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $989,162 | 8,873 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $863,431 | 8,873 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,020,572 | 8,873 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $944,619 | 8,873 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $858,285 | 8,873 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $895,906 | 8,873 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $903,803 | 8,873 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $895,374 | 8,873 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $816,316 | 8,873 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $820,380 | 9,043 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $687,358 | 9,043 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $804,641 | 9,519 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $835,292 | 9,519 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $817,582 | 9,347 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $764,397 | 9,347 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $861,944 | 9,447 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $807,529 | 9,447 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $913,421 | 9,673 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $856,469 | 9,849 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $860,211 | 9,849 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $799,682 | 9,699 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||