Position in NVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$32,284
+$818 QoQ
Shares Held
206
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,463
of 1,603 holders
Holding Since
Sep 2020
22 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, 2026Crewe Advisors LLC holds $5,785,083 across 15 Drug Manufacturers - General names. NVS ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
10,490 | $1,347,965 | |
| 2 | LLY |
ELI LILLY & Co
|
962 | $1,153,851 | |
| 3 | JNJ |
Johnson & Johnson
|
3,263 | $828,704 | |
| 4 | ABBV |
AbbVie Inc.
|
2,981 | $750,138 | |
| 5 | AMGN |
Amgen Inc
|
1,376 | $498,277 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
7,950 | $458,079 | |
| 7 | PFE |
Pfizer Inc
|
13,048 | $314,195 | |
| 8 | AZN |
Astrazeneca PLC
|
967 | $183,362 |
All Filings in NVS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,284 | 206 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $31,466 | 206 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $28,401 | 206 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $105,413 | 822 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $93,782 | 775 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $86,397 | 775 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $75,415 | 775 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $89,140 | 775 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $82,506 | 775 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $123,330 | 1,275 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $109,499 | 1,075 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $108,478 | 1,075 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $117,576 | 1,278 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $75,479 | 832 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $50,318 | 662 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $55,958 | 662 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $40,277 | 459 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $40,148 | 459 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,825 | 59 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $5,383 | 59 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $5,043 | 59 | Shares | Sole | 2021-04-21 | |
| 2020-09-30 | $9,391 | 108 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||