Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$570,147
+$17,498 QoQ
Shares Held
3,638
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#832
of 1,603 holders
Holding Since
Jun 2023
10 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, 2026Perennial Investment Advisors, LLC holds $11,466,622 across 12 Drug Manufacturers - General names. NVS ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,269 | $3,920,936 | |
| 2 | JNJ |
Johnson & Johnson
|
6,519 | $1,655,630 | |
| 3 | ABBV |
AbbVie Inc.
|
6,161 | $1,550,354 | |
| 4 | AMGN |
Amgen Inc
|
3,096 | $1,121,123 | |
| 5 | MRK |
Merck & Co., Inc.
|
5,358 | $688,503 | |
| 6 | NVS |
Novartis AG
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|
3,638 | $570,147 | |
| 7 | PFE |
Pfizer Inc
|
18,794 | $452,559 | |
| 8 | NVO |
Novo Nordisk A S
|
7,554 | $362,138 |
All Filings in NVS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,147 | 3,638 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $552,649 | 3,618 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $444,492 | 3,224 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $391,388 | 3,052 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $371,137 | 3,067 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $337,672 | 3,029 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $217,847 | 1,894 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $202,545 | 2,006 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $204,840 | 2,011 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $201,416 | 1,996 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||