Vanguard Personalized Indexing Management, LLC
Position in NVS — Novartis AG
CIK 1767306
OAKLAND, CA
Position in NVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$19,755,182
+$1,328,186 QoQ
Shares Held
126,054
+4.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#119
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $555,916,744 across 15 Drug Manufacturers - General names. NVS ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
151,203 | $181,357,429 | |
| 2 | JNJ |
Johnson & Johnson
|
364,217 | $92,500,191 | |
| 3 | ABBV |
AbbVie Inc.
|
323,012 | $81,282,739 | |
| 4 | MRK |
Merck & Co., Inc.
|
425,518 | $54,679,063 | |
| 5 | AMGN |
Amgen Inc
|
105,365 | $38,154,773 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
211,436 | $26,712,824 | |
| 7 | NVS |
Novartis AG
This page
|
126,054 | $19,755,182 | |
| 8 | AZN |
Astrazeneca PLC
|
72,561 | $13,759,016 |
All Filings in NVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,755,182 | 126,054 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $18,426,996 | 120,635 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,978,110 | 130,399 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,996,416 | 132,536 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $15,200,308 | 125,612 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $12,212,522 | 109,549 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,513,359 | 87,487 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,243,089 | 97,749 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,428,140 | 69,774 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,650,869 | 58,419 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,055,668 | 50,071 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,237,437 | 51,418 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,850,743 | 48,070 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,900,616 | 42,398 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,254,942 | 35,879 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,432,548 | 32,003 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,613,244 | 30,915 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,835,291 | 20,915 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,037,481 | 11,861 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $802,343 | 9,811 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $899,808 | 9,862 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,079,014 | 12,623 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,415,222 | 14,987 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,299,704 | 14,946 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,134,197 | 12,986 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $866,879 | 10,514 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||