Position in NVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$17,048,628
+$1,231,213 QoQ
Shares Held
108,784
+5.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#127
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Ethic Inc. holds $332,739,634 across 14 Drug Manufacturers - General names. NVS ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
90,920 | $109,052,184 | |
| 2 | MRK |
Merck & Co., Inc.
|
358,041 | $46,008,268 | |
| 3 | JNJ |
Johnson & Johnson
|
109,758 | $27,875,239 | |
| 4 | PFE |
Pfizer Inc
|
882,175 | $21,242,774 | |
| 5 | ABBV |
AbbVie Inc.
|
83,563 | $21,027,793 | |
| 6 | AMGN |
Amgen Inc
|
56,184 | $20,345,350 | |
| 7 | NVS |
Novartis AG
This page
|
108,784 | $17,048,628 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
270,904 | $15,609,488 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,048,628 | 108,784 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $15,817,415 | 103,551 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $12,941,167 | 93,865 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,651,245 | 90,855 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,843,921 | 81,348 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $9,578,473 | 85,921 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,645,379 | 119,673 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,268,559 | 132,747 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,006,282 | 140,957 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,840,617 | 132,747 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,597,017 | 124,760 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,508,142 | 112,980 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,039,636 | 99,491 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,301,476 | 101,103 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,416,191 | 103,794 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,341,450 | 70,273 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,921,739 | 81,885 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,781,934 | 77,287 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,523,204 | 40,279 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,002,552 | 36,715 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,177,442 | 23,865 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $956,521 | 11,190 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $852,514 | 9,028 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $446,800 | 5,138 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $468,055 | 5,359 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $230,365 | 2,794 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||