Position in NVS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$642,081
-$3,593 QoQ
Shares Held
4,097
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#784
of 1,603 holders
Holding Since
Dec 2020
23 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $9,508,512 across 10 Drug Manufacturers - General names. NVS ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
9,954 | $2,528,017 | |
| 2 | LLY |
ELI LILLY & Co
|
1,636 | $1,962,267 | |
| 3 | ABBV |
AbbVie Inc.
|
4,962 | $1,248,637 | |
| 4 | AZN |
Astrazeneca PLC
|
4,537 | $860,305 | |
| 5 | NVO |
Novo Nordisk A S
|
14,158 | $678,734 | |
| 6 | NVS |
Novartis AG
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|
4,097 | $642,081 | |
| 7 | AMGN |
Amgen Inc
|
1,484 | $537,386 | |
| 8 | MRK |
Merck & Co., Inc.
|
4,067 | $522,609 |
All Filings in NVS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,081 | 4,097 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $645,674 | 4,227 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $562,647 | 4,081 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $528,220 | 4,119 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $504,127 | 4,166 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $481,482 | 4,319 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $368,221 | 3,784 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $444,092 | 3,861 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $387,088 | 3,636 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $523,115 | 5,408 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $554,224 | 5,489 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $676,757 | 6,644 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,955,232 | 19,376 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,663,176 | 18,078 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,630,517 | 28,996 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,971,167 | 25,933 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,359,401 | 27,912 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,206,824 | 25,149 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,859,699 | 21,261 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,838,659 | 22,483 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,725,713 | 18,914 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,536,417 | 17,974 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $661,765 | 7,008 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||