Position in NVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,979,525
+$350,481 QoQ
Shares Held
44,535
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.38%
of 13F equity value
Holder Rank
#216
of 1,602 holders
Holding Since
Jun 2024
9 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, 2026Monte Financial Group, LLC holds $28,595,491 across 7 Drug Manufacturers - General names. NVS ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
33,979 | $8,629,646 | |
| 2 | NVS |
Novartis AG
This page
|
44,535 | $6,979,525 | |
| 3 | MRK |
Merck & Co., Inc.
|
51,508 | $6,618,778 | |
| 4 | PFE |
Pfizer Inc
|
173,412 | $4,175,760 | |
| 5 | AZN |
Astrazeneca PLC
|
9,226 | $1,749,434 | |
| 6 | NVO |
Novo Nordisk A S
|
4,982 | $238,837 | |
| 7 | AMGN |
Amgen Inc
|
562 | $203,511 |
All Filings in NVS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,979,525 | 44,535 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,629,044 | 43,398 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,069,451 | 44,023 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,973,803 | 46,583 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,348,426 | 52,462 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,903,311 | 52,954 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,227,785 | 53,723 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,383,757 | 38,113 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,045,373 | 37,999 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||