Position in NVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$868,542
+$22,002 QoQ
Shares Held
5,542
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#667
of 1,603 holders
Holding Since
Mar 2020
26 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, 2026CVA Family Office, LLC holds $13,101,368 across 15 Drug Manufacturers - General names. NVS ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,076 | $3,689,446 | |
| 2 | JNJ |
Johnson & Johnson
|
9,737 | $2,472,905 | |
| 3 | AMGN |
Amgen Inc
|
4,049 | $1,466,223 | |
| 4 | MRK |
Merck & Co., Inc.
|
11,140 | $1,431,490 | |
| 5 | ABBV |
AbbVie Inc.
|
4,882 | $1,228,506 | |
| 6 | NVS |
Novartis AG
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|
5,542 | $868,542 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
9,306 | $536,211 | |
| 8 | GSK |
GSK plc
|
8,000 | $419,360 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,542 | 5,542 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $846,540 | 5,542 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $764,075 | 5,542 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $710,706 | 5,542 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $670,637 | 5,542 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $617,822 | 5,542 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $556,807 | 5,722 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $658,144 | 5,722 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $609,164 | 5,722 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $569,836 | 5,891 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $594,814 | 5,891 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $600,057 | 5,891 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $594,460 | 5,891 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $541,972 | 5,891 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $537,153 | 5,921 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $257,749 | 3,391 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $60,523 | 716 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $62,829 | 716 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $62,628 | 716 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $103,615 | 1,267 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $122,809 | 1,346 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $100,609 | 1,177 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $119,642 | 1,267 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $110,178 | 1,267 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $106,729 | 1,222 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $105,288 | 1,277 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||