Position in NVS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$7,327,570
+$649,561 QoQ
Shares Held
47,971
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $16,585,205 across 10 Drug Manufacturers - General names. NVS ranks #1 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
This page
|
47,971 | $7,327,570 | |
| 2 | JNJ |
Johnson & Johnson
|
15,272 | $3,733,087 | |
| 3 | AZN |
Astrazeneca PLC
|
16,601 | $3,274,049 | |
| 4 | NVO |
Novo Nordisk A S
|
51,858 | $1,905,781 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
1,478 | $205,988 | |
| 6 | ABBV |
AbbVie Inc.
|
336 | $73,076 | |
| 7 | LLY |
ELI LILLY & Co
|
49 | $45,068 | |
| 8 | MRK |
Merck & Co., Inc.
|
100 | $12,029 |
All Filings in NVS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,327,570 | 47,971 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,678,009 | 48,437 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,832,483 | 45,481 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $4,584,949 | 41,128 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $4,159,072 | 39,067 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,285,434 | 33,965 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $3,429,446 | 33,965 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $4,474 | 44 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $10,191 | 101 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,464 | 92 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,255 | 91 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $132,848 | 1,748 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $180,625 | 2,210 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $194,050 | 2,288 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $46,654 | 609 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $82,000 | 0 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $91,000 | 0 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $39,000 | 0 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,794 | 19 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $9,316 | 113 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||