Position in NVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$26,172
+$663 QoQ
Shares Held
167
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,478
of 1,603 holders
Holding Since
Dec 2025
3 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, 2026CBIZ Investment Advisory Services, LLC holds $777,524 across 8 Drug Manufacturers - General names. NVS ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
406 | $486,968 | |
| 2 | ABBV |
AbbVie Inc.
|
502 | $126,323 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
615 | $77,699 | |
| 4 | JNJ |
Johnson & Johnson
|
163 | $41,397 | |
| 5 | NVS |
Novartis AG
This page
|
167 | $26,172 | |
| 6 | MRK |
Merck & Co., Inc.
|
57 | $7,324 | |
| 7 | PFE |
Pfizer Inc
|
303 | $7,296 | |
| 8 | AMGN |
Amgen Inc
|
12 | $4,345 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,172 | 167 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $25,509 | 167 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $23,024 | 167 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||