Position in NVS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$845,347
+$27,677 QoQ
Shares Held
5,394
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#680
of 1,603 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $139,079,585 across 13 Drug Manufacturers - General names. NVS ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
31,495 | $37,776,050 | |
| 2 | JNJ |
Johnson & Johnson
|
119,066 | $30,239,192 | |
| 3 | ABBV |
AbbVie Inc.
|
93,109 | $23,429,948 | |
| 4 | MRK |
Merck & Co., Inc.
|
153,789 | $19,761,886 | |
| 5 | AMGN |
Amgen Inc
|
19,430 | $7,035,991 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
91,557 | $5,275,514 | |
| 7 | PFE |
Pfizer Inc
|
192,213 | $4,628,489 | |
| 8 | AZN |
Astrazeneca PLC
|
23,684 | $4,490,960 |
All Filings in NVS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845,347 | 5,394 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $817,670 | 5,353 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $621,380 | 4,507 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $581,440 | 4,534 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $552,168 | 4,563 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $481,593 | 4,320 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $439,354 | 4,515 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $435,925 | 3,790 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $367,393 | 3,451 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $342,617 | 3,542 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $507,778 | 5,029 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $472,732 | 4,641 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $467,919 | 4,637 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $336,352 | 3,656 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $467,661 | 5,155 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $721,258 | 9,489 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $728,479 | 8,618 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $883,379 | 10,067 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $764,487 | 8,740 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $522,001 | 6,383 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $302,095 | 3,311 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||