Position in NVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,795,065
-$319,266 QoQ
Shares Held
43,358
-6.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#225
of 1,603 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026IEQ CAPITAL, LLC holds $481,023,906 across 15 Drug Manufacturers - General names. NVS ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
106,721 | $128,004,379 | |
| 2 | MRK |
Merck & Co., Inc.
|
799,214 | $102,698,999 | |
| 3 | JNJ |
Johnson & Johnson
|
306,145 | $77,751,644 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
1,252,740 | $72,182,878 | |
| 5 | BIIB |
Biogen Inc.
|
132,142 | $28,550,600 | |
| 6 | ABBV |
AbbVie Inc.
|
102,081 | $25,687,662 | |
| 7 | PFE |
Pfizer Inc
|
742,927 | $17,889,681 | |
| 8 | NVS |
Novartis AG
This page
|
43,358 | $6,795,065 |
All Filings in NVS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,795,065 | 43,358 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,114,331 | 46,575 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,481,929 | 54,268 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,856,192 | 37,868 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,346,625 | 19,392 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,549,460 | 13,899 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,155,361 | 11,873 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $1,523,784 | 13,248 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,325,852 | 12,454 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $918,257 | 9,493 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $954,973 | 9,458 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $556,257 | 5,461 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $463,883 | 4,597 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $275,080 | 2,990 | Shares | Sole | 2023-05-02 | |
| 2022-06-30 | $289,008 | 3,419 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $201,474 | 2,296 | Shares | Other | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||