Position in NVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$36,829
+$5,210 QoQ
Shares Held
235
+13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,454
of 1,603 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $5,599,776 across 11 Drug Manufacturers - General names. NVS ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
6,377 | $1,619,566 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
10,929 | $1,380,769 | |
| 3 | LLY |
ELI LILLY & Co
|
976 | $1,170,643 | |
| 4 | ABBV |
AbbVie Inc.
|
2,820 | $709,624 | |
| 5 | MRK |
Merck & Co., Inc.
|
2,449 | $314,696 | |
| 6 | PFE |
Pfizer Inc
|
6,188 | $149,007 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
1,766 | $101,756 | |
| 8 | NVO |
Novo Nordisk A S
|
1,586 | $76,032 |
All Filings in NVS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,829 | 235 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $31,619 | 207 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $28,539 | 207 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $26,545 | 207 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $25,049 | 207 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $23,856 | 214 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||