Position in NVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$84,315
+$2,136 QoQ
Shares Held
538
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,390
of 1,603 holders
Holding Since
Mar 2021
7 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, 2026Costello Asset Management, INC holds $28,771,726 across 14 Drug Manufacturers - General names. NVS ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
48,707 | $12,370,116 | |
| 2 | LLY |
ELI LILLY & Co
|
10,286 | $12,337,338 | |
| 3 | MRK |
Merck & Co., Inc.
|
13,648 | $1,753,768 | |
| 4 | PFE |
Pfizer Inc
|
60,897 | $1,466,399 | |
| 5 | ABBV |
AbbVie Inc.
|
1,269 | $319,331 | |
| 6 | AMGN |
Amgen Inc
|
297 | $107,549 | |
| 7 | NVS |
Novartis AG
This page
|
538 | $84,315 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
525 | $66,328 |
All Filings in NVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,315 | 538 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $82,179 | 538 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $87,961 | 638 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $84,638 | 660 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $77,567 | 641 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $77,590 | 696 | Shares | Sole | 2025-05-09 | |
| 2021-03-31 | $2,649 | 31 | Shares | Sole | 2021-05-03 | |
| No filing history on record for this holder in this stock. | ||||||