Position in NVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$619,044
+$203,870 QoQ
Shares Held
3,950
+45.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#797
of 1,603 holders
Holding Since
Jun 2020
3 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, 2026Keebeck Wealth Management holds $26,055,162 across 12 Drug Manufacturers - General names. NVS ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
8,672 | $10,401,457 | |
| 2 | ABBV |
AbbVie Inc.
|
22,005 | $5,537,338 | |
| 3 | MRK |
Merck & Co., Inc.
|
28,212 | $3,625,242 | |
| 4 | JNJ |
Johnson & Johnson
|
9,392 | $2,385,286 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
16,581 | $955,397 | |
| 6 | AMGN |
Amgen Inc
|
2,529 | $915,801 | |
| 7 | NVS |
Novartis AG
This page
|
3,950 | $619,044 | |
| 8 | PFE |
Pfizer Inc
|
17,946 | $432,139 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,044 | 3,950 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $415,174 | 2,718 | Shares | Other | 2026-05-14 | |
| 2020-06-30 | $45,591 | 522 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||