Position in NVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$345,567
+$8,754 QoQ
Shares Held
2,205
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,057
of 1,603 holders
Holding Since
Mar 2020
20 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $6,740,761 across 9 Drug Manufacturers - General names. NVS ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,524 | $1,827,931 | |
| 2 | ABBV |
AbbVie Inc.
|
6,939 | $1,746,129 | |
| 3 | AMGN |
Amgen Inc
|
2,906 | $1,052,320 | |
| 4 | JNJ |
Johnson & Johnson
|
2,617 | $664,639 | |
| 5 | MRK |
Merck & Co., Inc.
|
3,388 | $435,358 | |
| 6 | NVS |
Novartis AG
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|
2,205 | $345,567 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
4,286 | $246,959 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,715 | $216,673 |
All Filings in NVS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,567 | 2,205 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $336,813 | 2,205 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $300,832 | 2,182 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $240,706 | 1,877 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $223,747 | 1,849 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $228,422 | 2,049 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $248,237 | 2,551 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $259,370 | 2,255 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $239,310 | 2,474 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $285,442 | 2,827 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $289,486 | 2,842 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $282,548 | 2,800 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $439,760 | 4,780 | Shares | Sole | 2023-05-03 | |
| 2021-09-30 | $257,361 | 3,147 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $226,822 | 2,486 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $202,673 | 2,371 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $223,893 | 2,371 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $198,268 | 2,280 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $152,932 | 1,751 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $135,218 | 1,640 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||