Position in NVS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$305,290
-$15,332 QoQ
Shares Held
1,948
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,122
of 1,603 holders
Holding Since
Sep 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Derivatives in NVS
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$226,009
PutShares
2,599
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Cypress Wealth Services, LLC holds $11,046,783 across 9 Drug Manufacturers - General names. NVS ranks #9 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,396 | $2,873,834 | |
| 2 | JNJ |
Johnson & Johnson
|
10,579 | $2,686,748 | |
| 3 | MRK |
Merck & Co., Inc.
|
13,738 | $1,765,333 | |
| 4 | ABBV |
AbbVie Inc.
|
4,720 | $1,187,740 | |
| 5 | AMGN |
Amgen Inc
|
2,114 | $765,521 | |
| 6 | GSK |
GSK plc
|
11,650 | $610,693 | |
| 7 | PFE |
Pfizer Inc
|
19,074 | $459,301 | |
| 8 | AZN |
Astrazeneca PLC
|
2,069 | $392,323 |
All Filings in NVS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,290 | 1,948 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $320,622 | 2,099 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $359,289 | 2,606 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $272,638 | 2,126 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $256,783 | 2,122 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $221,176 | 1,984 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $212,787 | 1,850 | Shares | Sole | 2024-10-09 | |
| 2024-03-31 | $201,585 | 2,084 | Shares | Sole | 2024-04-16 | |
| 2021-03-31 | $209,938 | 2,456 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $223,138 | 2,363 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $226,009 | 2,599 | Put | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||