Position in NVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$842,526
+$21,342 QoQ
Shares Held
5,376
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#681
of 1,603 holders
Holding Since
Sep 2021
19 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, 2026XML Financial, LLC holds $41,755,485 across 10 Drug Manufacturers - General names. NVS ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
60,680 | $15,410,899 | |
| 2 | MRK |
Merck & Co., Inc.
|
59,108 | $7,595,378 | |
| 3 | AMGN |
Amgen Inc
|
18,659 | $6,756,797 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
46,441 | $2,675,930 | |
| 5 | ABBV |
AbbVie Inc.
|
9,996 | $2,515,393 | |
| 6 | PFE |
Pfizer Inc
|
99,422 | $2,394,081 | |
| 7 | LLY |
ELI LILLY & Co
|
1,921 | $2,304,105 | |
| 8 | NVS |
Novartis AG
This page
|
5,376 | $842,526 |
All Filings in NVS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $842,526 | 5,376 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $821,184 | 5,376 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $756,354 | 5,486 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $796,498 | 6,211 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,165,205 | 9,629 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,169,982 | 10,495 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,017,376 | 10,455 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,127,080 | 9,799 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $984,542 | 9,248 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $935,862 | 9,675 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,220,727 | 12,090 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,235,663 | 12,131 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,210,314 | 11,994 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,156,348 | 12,569 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,178,362 | 12,989 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $972,091 | 12,789 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $1,118,724 | 12,749 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,114,892 | 12,746 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,042,367 | 12,746 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||