Position in NVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,248,583
+$150,498 QoQ
Shares Held
39,871
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.84%
of 13F equity value
Holder Rank
#234
of 1,603 holders
Holding Since
Jun 2025
5 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, 2026First Pacific Financial holds $27,654,967 across 11 Drug Manufacturers - General names. NVS ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
27,850 | $7,008,174 | |
| 2 | NVS |
Novartis AG
This page
|
39,871 | $6,248,583 | |
| 3 | JNJ |
Johnson & Johnson
|
22,381 | $5,684,102 | |
| 4 | MRK |
Merck & Co., Inc.
|
41,379 | $5,317,201 | |
| 5 | PFE |
Pfizer Inc
|
103,274 | $2,486,837 | |
| 6 | NVO |
Novo Nordisk A S
|
10,325 | $494,980 | |
| 7 | LLY |
ELI LILLY & Co
|
249 | $298,658 | |
| 8 | AMGN |
Amgen Inc
|
204 | $73,872 |
All Filings in NVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,248,583 | 39,871 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,098,085 | 39,922 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,524,726 | 40,072 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,400,299 | 34,313 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,152,915 | 26,055 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||