Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$375,657
+$44,648 QoQ
Shares Held
2,397
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,014
of 1,603 holders
Holding Since
Mar 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, 2026Aspen Grove Capital, LLC holds $11,919,703 across 10 Drug Manufacturers - General names. NVS ranks #9 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,303 | $5,161,147 | |
| 2 | PFE |
Pfizer Inc
|
63,351 | $1,525,492 | |
| 3 | GSK |
GSK plc
|
23,082 | $1,209,958 | |
| 4 | AMGN |
Amgen Inc
|
2,888 | $1,045,802 | |
| 5 | JNJ |
Johnson & Johnson
|
3,238 | $822,354 | |
| 6 | ABBV |
AbbVie Inc.
|
2,252 | $566,693 | |
| 7 | MRK |
Merck & Co., Inc.
|
3,683 | $473,265 | |
| 8 | AZN |
Astrazeneca PLC
|
2,371 | $449,589 |
All Filings in NVS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,657 | 2,397 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $331,009 | 2,167 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $224,715 | 1,857 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $215,087 | 1,870 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $233,786 | 2,196 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $242,985 | 2,512 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $250,708 | 2,483 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $292,949 | 2,876 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $269,732 | 2,673 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $228,896 | 2,488 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||