Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$90,270
+$65,525 QoQ
Shares Held
576
+255.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,384
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, 2026TFC Financial Management, Inc. holds $19,845,722 across 13 Drug Manufacturers - General names. NVS ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
48,938 | $12,428,783 | |
| 2 | MRK |
Merck & Co., Inc.
|
38,730 | $4,976,805 | |
| 3 | LLY |
ELI LILLY & Co
|
877 | $1,051,900 | |
| 4 | ABBV |
AbbVie Inc.
|
3,399 | $855,324 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
1,053 | $133,036 | |
| 6 | NVS |
Novartis AG
This page
|
576 | $90,270 | |
| 7 | NVO |
Novo Nordisk A S
|
1,619 | $77,614 | |
| 8 | AMGN |
Amgen Inc
|
200 | $72,424 |
All Filings in NVS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,270 | 576 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $24,745 | 162 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $22,334 | 162 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $20,774 | 162 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $19,603 | 162 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $25,083 | 225 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $21,894 | 225 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $30,365 | 264 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,706 | 63 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,093 | 63 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,361 | 63 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $8,454 | 83 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $6,357 | 63 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,796 | 63 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,715 | 63 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $15,886 | 209 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $17,666 | 209 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $18,339 | 209 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $18,281 | 209 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $17,092 | 209 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $19,069 | 209 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $28,550 | 334 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $31,539 | 334 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $29,044 | 334 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||