Position in NVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$677,970
-$37,205 QoQ
Shares Held
4,326
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#763
of 1,603 holders
Holding Since
Mar 2020
25 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, 2026Bedel Financial Consulting, Inc. holds $404,013,991 across 11 Drug Manufacturers - General names. NVS ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
328,198 | $393,650,559 | |
| 2 | JNJ |
Johnson & Johnson
|
13,084 | $3,322,943 | |
| 3 | ABBV |
AbbVie Inc.
|
11,757 | $2,958,531 | |
| 4 | MRK |
Merck & Co., Inc.
|
7,015 | $901,427 | |
| 5 | PFE |
Pfizer Inc
|
31,588 | $760,639 | |
| 6 | NVS |
Novartis AG
This page
|
4,326 | $677,970 | |
| 7 | AMGN |
Amgen Inc
|
1,648 | $596,773 | |
| 8 | GSK |
GSK plc
|
7,562 | $396,400 |
All Filings in NVS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,970 | 4,326 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $715,175 | 4,682 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $647,299 | 4,695 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $602,086 | 4,695 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $537,889 | 4,445 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $495,528 | 4,445 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $432,542 | 4,445 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $511,263 | 4,445 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $473,214 | 4,445 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $429,964 | 4,445 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $448,811 | 4,445 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $452,767 | 4,445 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $448,544 | 4,445 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $394,864 | 4,292 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $359,069 | 3,958 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $266,491 | 3,506 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $140,487 | 1,601 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $136,278 | 1,558 | Shares | Other | 2022-01-11 | |
| 2021-09-30 | $122,506 | 1,498 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $136,677 | 1,498 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $128,049 | 1,498 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $90,180 | 955 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $83,568 | 961 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $83,933 | 961 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $79,234 | 961 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||