Position in NVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$204,362
-$52,017 QoQ
Shares Held
1,304
-41.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,309
of 1,603 holders
Holding Since
Mar 2020
19 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 Jun 30, 2026Inlet Private Wealth, LLC holds $22,879,991 across 7 Drug Manufacturers - General names. NVS ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
18,994 | $6,878,107 | |
| 2 | MRK |
Merck & Co., Inc.
|
51,190 | $6,577,915 | |
| 3 | JNJ |
Johnson & Johnson
|
15,948 | $4,050,313 | |
| 4 | ABBV |
AbbVie Inc.
|
14,421 | $3,628,900 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
17,331 | $998,612 | |
| 6 | SNY |
Sanofi
|
12,700 | $541,782 | |
| 7 | NVS |
Novartis AG
This page
|
1,304 | $204,362 |
All Filings in NVS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,362 | 1,304 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $256,379 | 2,229 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $237,299 | 2,229 | Shares | Sole | 2024-07-23 | |
| 2023-12-31 | $207,897 | 2,059 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $331,961 | 3,259 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $333,911 | 3,309 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $304,428 | 3,309 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $324,414 | 3,576 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $271,811 | 3,576 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $302,279 | 3,576 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $313,794 | 3,576 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $312,792 | 3,576 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $292,445 | 3,576 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $326,274 | 3,576 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $309,608 | 3,622 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $342,025 | 3,622 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $314,969 | 3,622 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $316,345 | 3,622 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $294,511 | 3,572 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||