Position in NVS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,888,223
+$207,712 QoQ
Shares Held
24,810
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#310
of 1,602 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $114,719,217 across 13 Drug Manufacturers - General names. NVS ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
173,851 | $62,954,924 | |
| 2 | LLY |
ELI LILLY & Co
|
11,530 | $13,829,429 | |
| 3 | JNJ |
Johnson & Johnson
|
41,786 | $10,612,390 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
99,879 | $5,755,027 | |
| 5 | ABBV |
AbbVie Inc.
|
20,993 | $5,282,678 | |
| 6 | NVS |
Novartis AG
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|
24,810 | $3,888,223 | |
| 7 | MRK |
Merck & Co., Inc.
|
26,456 | $3,399,596 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
19,403 | $2,451,375 |
All Filings in NVS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,888,223 | 24,810 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,680,511 | 24,095 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,718,658 | 19,719 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,005,545 | 15,639 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,842,740 | 15,228 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,624,709 | 14,574 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,373,725 | 14,117 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,510,327 | 13,131 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,115,168 | 10,475 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,037,139 | 10,722 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $596,126 | 5,904 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $494,428 | 4,854 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $448,645 | 4,446 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $323,196 | 3,513 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $295,384 | 3,256 | Shares | Sole | 2023-01-24 | |
| 2022-03-31 | $1,691,000 | 148,385 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $447,173 | 5,468 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $461,674 | 5,060 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $349,271 | 4,086 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||