Position in NVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$63,628
+$3,750 QoQ
Shares Held
406
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,414
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, 2026Bogart Wealth, LLC holds $67,404,111 across 15 Drug Manufacturers - General names. NVS ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
12,936 | $15,515,827 | |
| 2 | PFE |
Pfizer Inc
|
512,324 | $12,336,761 | |
| 3 | JNJ |
Johnson & Johnson
|
45,347 | $11,516,777 | |
| 4 | ABBV |
AbbVie Inc.
|
45,098 | $11,348,460 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
70,149 | $8,862,624 | |
| 6 | AMGN |
Amgen Inc
|
17,354 | $6,284,230 | |
| 7 | MRK |
Merck & Co., Inc.
|
7,849 | $1,008,596 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
2,344 | $135,061 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,628 | 406 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $59,878 | 392 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $54,045 | 392 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $50,270 | 392 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $72,363 | 598 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $43,700 | 392 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $38,145 | 392 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $42,672 | 371 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $39,496 | 371 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $35,886 | 371 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $39,782 | 394 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $44,920 | 441 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $44,501 | 441 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $40,572 | 441 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $41,186 | 454 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $34,508 | 454 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $34,995 | 414 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $13,513 | 154 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $13,470 | 154 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $12,594 | 154 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $24,908 | 273 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $23,336 | 273 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $14,542 | 154 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $9,913 | 114 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $9,956 | 114 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $9,399 | 114 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||