Position in NVS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,648,128
+$145,418 QoQ
Shares Held
23,278
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#320
of 1,603 holders
Holding Since
Dec 2020
23 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, 2026MITCHELL & PAHL PRIVATE WEALTH, LLC holds $18,659,233 across 8 Drug Manufacturers - General names. NVS ranks #3 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
18,704 | $4,750,254 | |
| 2 | ABBV |
AbbVie Inc.
|
15,598 | $3,925,080 | |
| 3 | NVS |
Novartis AG
This page
|
23,278 | $3,648,128 | |
| 4 | AMGN |
Amgen Inc
|
7,175 | $2,598,211 | |
| 5 | AZN |
Astrazeneca PLC
|
7,369 | $1,397,309 | |
| 6 | MRK |
Merck & Co., Inc.
|
9,886 | $1,270,351 | |
| 7 | NVO |
Novo Nordisk A S
|
17,814 | $854,003 | |
| 8 | LLY |
ELI LILLY & Co
|
180 | $215,897 |
All Filings in NVS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,648,128 | 23,278 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,502,710 | 22,931 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,081,256 | 22,349 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,875,269 | 22,421 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,728,049 | 22,544 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,477,643 | 22,225 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,158,725 | 22,184 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,411,394 | 20,965 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,238,215 | 21,024 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,037,714 | 21,066 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,087,150 | 20,671 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,162,589 | 21,231 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,014,365 | 19,962 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,800,900 | 19,575 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,733,387 | 19,107 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,430,204 | 18,816 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,544,194 | 18,268 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,532,378 | 17,463 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,443,867 | 16,507 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,305,617 | 15,965 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,440,405 | 15,787 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,325,110 | 15,502 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,427,781 | 15,120 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||