Position in NVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$444,614
+$61,670 QoQ
Shares Held
2,837
+13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#942
of 1,603 holders
Holding Since
Dec 2025
3 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, 2026Legacy Advisors, LLC holds $21,307,408 across 9 Drug Manufacturers - General names. NVS ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
36,926 | $9,378,096 | |
| 2 | ABBV |
AbbVie Inc.
|
16,549 | $4,164,390 | |
| 3 | LLY |
ELI LILLY & Co
|
2,152 | $2,581,173 | |
| 4 | AMGN |
Amgen Inc
|
4,387 | $1,588,620 | |
| 5 | MRK |
Merck & Co., Inc.
|
11,408 | $1,465,928 | |
| 6 | PFE |
Pfizer Inc
|
40,590 | $977,407 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
8,051 | $463,898 | |
| 8 | NVS |
Novartis AG
This page
|
2,837 | $444,614 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,614 | 2,837 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $382,944 | 2,507 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $347,983 | 2,524 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||