Position in NVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,206,268
+$676,719 QoQ
Shares Held
39,601
+9.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#235
of 1,603 holders
Holding Since
Mar 2020
23 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, 2026Arkadios Wealth Advisors holds $175,268,765 across 14 Drug Manufacturers - General names. NVS ranks #9 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
32,277 | $38,714,004 | |
| 2 | JNJ |
Johnson & Johnson
|
114,657 | $29,119,437 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
320,925 | $18,491,698 | |
| 4 | MRK |
Merck & Co., Inc.
|
140,968 | $18,114,387 | |
| 5 | ABBV |
AbbVie Inc.
|
65,660 | $16,522,681 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
104,200 | $13,164,627 | |
| 7 | PFE |
Pfizer Inc
|
411,666 | $9,912,916 | |
| 8 | AMGN |
Amgen Inc
|
26,885 | $9,735,596 |
All Filings in NVS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,206,268 | 39,601 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,529,549 | 36,200 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,803,803 | 34,843 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,059,308 | 31,654 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,101,365 | 25,629 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,955,892 | 26,515 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $825,869 | 8,487 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $707,488 | 6,151 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $747,455 | 7,021 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $237,278 | 2,453 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $238,895 | 2,366 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $254,140 | 2,495 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $207,370 | 2,055 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $278,964 | 3,075 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $296,058 | 3,895 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $345,389 | 4,086 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $332,397 | 3,788 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $288,213 | 3,295 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $162,823 | 1,991 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $202,735 | 2,222 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $68,811 | 805 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $65,156 | 690 | Shares | Sole | 2021-02-09 | |
| 2020-03-31 | $47,161 | 572 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||