Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$724,986
+$22,031 QoQ
Shares Held
4,626
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#737
of 1,603 holders
Holding Since
Mar 2023
14 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, 2026Leonard Rickey Investment Advisors P.L.L.C. holds $2,067,943 across 4 Drug Manufacturers - General names. NVS ranks #1 (35.1% of the industry book) .
All Filings in NVS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $724,986 | 4,626 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $702,955 | 4,602 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $713,201 | 5,173 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $611,191 | 4,766 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $547,933 | 4,528 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $496,420 | 4,453 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $416,681 | 4,282 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $483,659 | 4,205 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $451,390 | 4,240 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $346,099 | 3,578 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $289,682 | 2,869 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $286,328 | 2,811 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $250,155 | 2,479 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $223,560 | 2,430 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||