Position in NVS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$463,891
+$19,694 QoQ
Shares Held
2,960
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#924
of 1,603 holders
Holding Since
Mar 2025
6 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, 2026Apella Capital, LLC holds $29,919,337 across 10 Drug Manufacturers - General names. NVS ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
42,479 | $10,788,391 | |
| 2 | ABBV |
AbbVie Inc.
|
20,565 | $5,174,976 | |
| 3 | LLY |
ELI LILLY & Co
|
4,276 | $5,128,763 | |
| 4 | MRK |
Merck & Co., Inc.
|
37,663 | $4,839,695 | |
| 5 | PFE |
Pfizer Inc
|
46,600 | $1,122,128 | |
| 6 | AMGN |
Amgen Inc
|
2,984 | $1,080,566 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
12,792 | $737,075 | |
| 8 | NVS |
Novartis AG
This page
|
2,960 | $463,891 |
All Filings in NVS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,891 | 2,960 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $444,197 | 2,908 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $308,828 | 2,240 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $293,669 | 2,290 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $244,440 | 2,020 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $283,047 | 2,539 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||