Position in NVS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$370,015
+$96,898 QoQ
Shares Held
2,361
+32.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,025
of 1,603 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Soltis Investment Advisors LLC holds $50,374,735 across 12 Drug Manufacturers - General names. NVS ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
49,990 | $12,695,960 | |
| 2 | AMGN |
Amgen Inc
|
29,172 | $10,563,764 | |
| 3 | ABBV |
AbbVie Inc.
|
35,875 | $9,027,585 | |
| 4 | LLY |
ELI LILLY & Co
|
5,809 | $6,967,489 | |
| 5 | MRK |
Merck & Co., Inc.
|
48,517 | $6,234,434 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
42,594 | $2,454,266 | |
| 7 | PFE |
Pfizer Inc
|
26,981 | $649,702 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
4,981 | $629,299 |
All Filings in NVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,015 | 2,361 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $273,117 | 1,788 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $240,307 | 1,743 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $207,748 | 1,620 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||