Position in NVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$423,300
+$37,148 QoQ
Shares Held
2,701
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#963
of 1,603 holders
Holding Since
Dec 2025
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, 2026Walkner Condon Financial Advisors LLC holds $5,850,924 across 8 Drug Manufacturers - General names. NVS ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,536 | $1,842,324 | |
| 2 | JNJ |
Johnson & Johnson
|
4,063 | $1,031,880 | |
| 3 | ABBV |
AbbVie Inc.
|
2,816 | $708,618 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
5,409 | $683,373 | |
| 5 | MRK |
Merck & Co., Inc.
|
4,354 | $559,489 | |
| 6 | NVS |
Novartis AG
This page
|
2,701 | $423,300 | |
| 7 | AMGN |
Amgen Inc
|
1,035 | $374,794 | |
| 8 | PFE |
Pfizer Inc
|
9,433 | $227,146 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,300 | 2,701 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $386,152 | 2,528 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $243,202 | 1,764 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||