Position in NVS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$353,090
+$143,059 QoQ
Shares Held
2,253
+63.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,046
of 1,603 holders
Holding Since
Mar 2026
2 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, 2026Cooper Financial Group holds $19,451,562 across 11 Drug Manufacturers - General names. NVS ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,274 | $6,325,794 | |
| 2 | AMGN |
Amgen Inc
|
8,265 | $2,992,921 | |
| 3 | ABBV |
AbbVie Inc.
|
11,460 | $2,883,794 | |
| 4 | JNJ |
Johnson & Johnson
|
10,851 | $2,755,828 | |
| 5 | AZN |
Astrazeneca PLC
|
6,342 | $1,202,570 | |
| 6 | MRK |
Merck & Co., Inc.
|
8,089 | $1,039,436 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
12,387 | $713,738 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
4,403 | $556,275 |
All Filings in NVS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,090 | 2,253 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $210,031 | 1,375 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||