Position in NVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$435,995
+$11,045 QoQ
Shares Held
2,782
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#954
of 1,603 holders
Holding Since
Sep 2020
23 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, 2026Magnus Financial Group LLC holds $17,479,262 across 9 Drug Manufacturers - General names. NVS ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
6,605 | $7,922,235 | |
| 2 | JNJ |
Johnson & Johnson
|
17,751 | $4,508,221 | |
| 3 | ABBV |
AbbVie Inc.
|
6,845 | $1,722,475 | |
| 4 | MRK |
Merck & Co., Inc.
|
7,351 | $944,603 | |
| 5 | PFE |
Pfizer Inc
|
31,451 | $757,340 | |
| 6 | AMGN |
Amgen Inc
|
1,429 | $517,469 | |
| 7 | NVS |
Novartis AG
This page
|
2,782 | $435,995 | |
| 8 | AZN |
Astrazeneca PLC
|
1,877 | $355,916 |
All Filings in NVS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,995 | 2,782 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $424,950 | 2,782 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $388,379 | 2,817 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $361,252 | 2,817 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $337,375 | 2,788 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $295,310 | 2,649 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $257,384 | 2,645 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $304,227 | 2,645 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $281,586 | 2,645 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $253,432 | 2,620 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $267,267 | 2,647 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $266,873 | 2,620 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $264,384 | 2,620 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $241,040 | 2,620 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $225,348 | 2,484 | Shares | Sole | 2023-02-02 | |
| 2022-06-30 | $217,326 | 2,571 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $216,830 | 2,471 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $214,826 | 2,456 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $200,851 | 2,456 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $224,085 | 2,456 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $209,938 | 2,456 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $233,997 | 2,478 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $210,443 | 2,420 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||