Position in NVS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$370,799
+$20,849 QoQ
Shares Held
2,366
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,022
of 1,603 holders
Holding Since
Mar 2020
19 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, 2026Claro Advisors Inc. holds $23,719,798 across 11 Drug Manufacturers - General names. NVS ranks #10 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
23,282 | $5,858,682 | |
| 2 | JNJ |
Johnson & Johnson
|
22,661 | $5,755,214 | |
| 3 | LLY |
ELI LILLY & Co
|
3,896 | $4,672,979 | |
| 4 | MRK |
Merck & Co., Inc.
|
11,805 | $1,516,942 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
24,313 | $1,400,915 | |
| 6 | AMGN |
Amgen Inc
|
3,385 | $1,225,776 | |
| 7 | PFE |
Pfizer Inc
|
47,000 | $1,131,760 | |
| 8 | NVO |
Novo Nordisk A S
|
21,612 | $1,036,079 |
All Filings in NVS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,799 | 2,366 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $349,950 | 2,291 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $288,837 | 2,095 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $273,920 | 2,136 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $267,432 | 2,210 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $236,226 | 2,119 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $384,763 | 3,954 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $533,462 | 4,638 | Shares | Sole | 2024-11-07 | |
| 2022-09-30 | $356,866 | 4,695 | Shares | Sole | 2022-11-18 | |
| 2022-06-30 | $396,868 | 4,695 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $251,579 | 2,867 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $250,776 | 2,867 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $240,760 | 2,944 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $246,439 | 2,701 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $230,966 | 2,702 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $237,208 | 2,512 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $276,532 | 3,180 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $268,395 | 3,073 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $228,551 | 2,772 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||