Foundations Investment Advisors, LLC
EndowmentPosition in NVS — Novartis AG
CIK 1743404
PHOENIX, AZ
Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$773,569
+$85,583 QoQ
Shares Held
4,936
+9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#707
of 1,603 holders
Holding Since
Sep 2022
16 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, 2026Foundations Investment Advisors, LLC holds $142,238,372 across 14 Drug Manufacturers - General names. NVS ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
65,706 | $78,809,752 | |
| 2 | AMGN |
Amgen Inc
|
48,477 | $17,554,489 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
127,441 | $16,100,895 | |
| 4 | ABBV |
AbbVie Inc.
|
47,824 | $12,034,429 | |
| 5 | JNJ |
Johnson & Johnson
|
30,976 | $7,866,974 | |
| 6 | MRK |
Merck & Co., Inc.
|
26,833 | $3,448,040 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
41,842 | $2,410,935 | |
| 8 | PFE |
Pfizer Inc
|
47,599 | $1,146,183 |
All Filings in NVS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,569 | 4,936 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $687,986 | 4,504 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $583,052 | 4,229 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $696,856 | 5,434 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $936,012 | 7,735 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $893,289 | 8,013 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,667,790 | 89,074 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,072,103 | 70,180 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,793,744 | 63,815 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,762,404 | 49,234 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,867,554 | 38,304 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,618,372 | 35,523 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,398,208 | 13,856 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,020,188 | 11,089 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,014,249 | 11,180 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $578,664 | 7,613 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||