Position in NVS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$272,222
+$6,896 QoQ
Shares Held
1,737
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,178
of 1,603 holders
Holding Since
Dec 2025
3 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, 2026Journey Advisory Group, LLC holds $51,629,041 across 8 Drug Manufacturers - General names. NVS ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
21,437 | $25,712,183 | |
| 2 | ABBV |
AbbVie Inc.
|
47,472 | $11,945,854 | |
| 3 | JNJ |
Johnson & Johnson
|
25,892 | $6,575,791 | |
| 4 | MRK |
Merck & Co., Inc.
|
23,149 | $2,974,646 | |
| 5 | AMGN |
Amgen Inc
|
6,427 | $2,327,345 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
17,141 | $987,664 | |
| 7 | PFE |
Pfizer Inc
|
34,607 | $833,336 | |
| 8 | NVS |
Novartis AG
This page
|
1,737 | $272,222 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,222 | 1,737 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $265,326 | 1,737 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $280,841 | 2,037 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||