Position in NVS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$207,654
-$175,371 QoQ
Shares Held
1,325
-68.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,306
of 1,606 holders
Holding Since
Mar 2020
4 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, 2026Symphony Financial, Ltd. Co. holds $35,464,128 across 10 Drug Manufacturers - General names. NVS ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
42,065 | $10,683,248 | |
| 2 | LLY |
ELI LILLY & Co
|
6,597 | $7,912,640 | |
| 3 | ABBV |
AbbVie Inc.
|
26,093 | $6,566,042 | |
| 4 | MRK |
Merck & Co., Inc.
|
35,684 | $4,585,394 | |
| 5 | AMGN |
Amgen Inc
|
8,993 | $3,256,545 | |
| 6 | PFE |
Pfizer Inc
|
40,314 | $970,761 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
10,467 | $603,108 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,533 | $446,359 |
All Filings in NVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,654 | 1,325 | Shares | Sole | 2026-08-04 | |
| 2021-06-30 | $383,025 | 4,198 | Shares | Sole | 2021-07-13 | |
| 2020-09-30 | $283,663 | 3,262 | Shares | Sole | 2020-10-09 | |
| 2020-03-31 | $272,249 | 3,302 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||