Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$365,784
+$32,966 QoQ
Shares Held
2,334
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,030
of 1,603 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026IFG Advisory, LLC holds $39,371,083 across 16 Drug Manufacturers - General names. NVS ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
42,985 | $10,816,745 | |
| 2 | JNJ |
Johnson & Johnson
|
39,578 | $10,051,624 | |
| 3 | LLY |
ELI LILLY & Co
|
4,333 | $5,197,130 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
64,156 | $3,696,668 | |
| 5 | AMGN |
Amgen Inc
|
9,053 | $3,278,272 | |
| 6 | MRK |
Merck & Co., Inc.
|
20,458 | $2,628,853 | |
| 7 | PFE |
Pfizer Inc
|
39,164 | $943,069 | |
| 8 | GSK |
GSK plc
|
16,758 | $878,454 |
All Filings in NVS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,784 | 2,334 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $332,818 | 2,414 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $283,282 | 2,209 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $278,565 | 2,302 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,434,636 | 12,869 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $237,339 | 2,439 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $245,922 | 2,310 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $340,167 | 3,369 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $464,583 | 4,561 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $1,693,168 | 18,404 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,072,854 | 11,826 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $736,384 | 9,688 | Shares | Sole | 2022-10-28 | |
| 2022-03-31 | $207,090 | 2,360 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $204,592 | 2,339 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $200,197 | 2,448 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $230,289 | 2,524 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $342,005 | 4,001 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $351,185 | 3,719 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $317,838 | 3,655 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $319,227 | 3,655 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $298,963 | 3,626 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||