Position in NVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,763,287
+$168,676 QoQ
Shares Held
17,632
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#361
of 1,603 holders
Holding Since
Jun 2025
5 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, 2026Marshall Financial Group, LLC holds $15,627,500 across 8 Drug Manufacturers - General names. NVS ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
35,820 | $4,602,870 | |
| 2 | NVS |
Novartis AG
This page
|
17,632 | $2,763,287 | |
| 3 | JNJ |
Johnson & Johnson
|
10,123 | $2,570,938 | |
| 4 | AMGN |
Amgen Inc
|
6,736 | $2,439,240 | |
| 5 | LLY |
ELI LILLY & Co
|
1,613 | $1,934,680 | |
| 6 | AZN |
Astrazeneca PLC
|
4,153 | $787,491 | |
| 7 | NVO |
Novo Nordisk A S
|
5,607 | $268,799 | |
| 8 | ABBV |
AbbVie Inc.
|
1,034 | $260,195 |
All Filings in NVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,763,287 | 17,632 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,594,611 | 16,986 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,324,350 | 16,859 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,099,930 | 16,375 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,891,870 | 15,634 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||