Position in NVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$350,739
+$2,469 QoQ
Shares Held
2,238
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,051
of 1,603 holders
Holding Since
Jun 2025
4 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, 2026Keystone Financial Group holds $28,513,517 across 12 Drug Manufacturers - General names. NVS ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
47,287 | $12,009,479 | |
| 2 | LLY |
ELI LILLY & Co
|
4,531 | $5,434,617 | |
| 3 | ABBV |
AbbVie Inc.
|
14,346 | $3,610,027 | |
| 4 | MRK |
Merck & Co., Inc.
|
19,960 | $2,564,860 | |
| 5 | PFE |
Pfizer Inc
|
80,610 | $1,941,088 | |
| 6 | AMGN |
Amgen Inc
|
2,034 | $736,552 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,142 | $523,300 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
8,578 | $494,264 |
All Filings in NVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,739 | 2,238 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $348,270 | 2,280 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $306,760 | 2,225 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $205,717 | 1,700 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||