Position in NVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$451,510
-$10,864 QoQ
Shares Held
2,881
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#934
of 1,603 holders
Holding Since
Sep 2020
24 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, 2026PACES FERRY WEALTH ADVISORS, LLC holds $4,545,179 across 7 Drug Manufacturers - General names. NVS ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
8,288 | $2,104,903 | |
| 2 | LLY |
ELI LILLY & Co
|
443 | $531,347 | |
| 3 | ABBV |
AbbVie Inc.
|
2,018 | $507,809 | |
| 4 | MRK |
Merck & Co., Inc.
|
3,748 | $481,618 | |
| 5 | NVS |
Novartis AG
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|
2,881 | $451,510 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
4,345 | $250,358 | |
| 7 | AMGN |
Amgen Inc
|
601 | $217,634 |
All Filings in NVS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,510 | 2,881 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $462,374 | 3,027 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $417,470 | 3,028 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $395,492 | 3,084 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $373,194 | 3,084 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $361,083 | 3,239 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $333,286 | 3,425 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $411,771 | 3,580 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $382,936 | 3,597 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $356,450 | 3,685 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $398,528 | 3,947 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $403,263 | 3,959 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $414,336 | 4,106 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $390,816 | 4,248 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $544,592 | 6,003 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $515,043 | 6,776 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $572,944 | 6,778 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $651,456 | 7,424 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $497,266 | 5,685 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $647,206 | 7,914 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $767,419 | 8,411 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $715,467 | 8,370 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $734,004 | 7,773 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $489,497 | 5,629 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||