Position in NVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$557,139
+$1,893 QoQ
Shares Held
3,555
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#839
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, 2026Cohen Investment Advisors LLC holds $29,370,058 across 10 Drug Manufacturers - General names. NVS ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
10,242 | $12,284,562 | |
| 2 | JNJ |
Johnson & Johnson
|
24,730 | $6,280,678 | |
| 3 | AMGN |
Amgen Inc
|
12,195 | $4,416,052 | |
| 4 | PFE |
Pfizer Inc
|
124,325 | $2,993,745 | |
| 5 | AZN |
Astrazeneca PLC
|
3,602 | $683,011 | |
| 6 | MRK |
Merck & Co., Inc.
|
5,231 | $672,183 | |
| 7 | NVS |
Novartis AG
This page
|
3,555 | $557,139 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
9,581 | $552,057 |
All Filings in NVS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,139 | 3,555 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $555,246 | 3,635 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $503,776 | 3,654 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $476,026 | 3,712 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $435,999 | 3,603 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $430,089 | 3,858 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $371,140 | 3,814 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $425,343 | 3,698 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $531,980 | 4,997 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $374,345 | 3,870 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $460,221 | 4,558 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $508,994 | 4,997 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $545,923 | 5,410 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $496,248 | 5,394 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $470,201 | 5,183 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $374,501 | 4,927 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $409,632 | 4,846 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $429,360 | 4,893 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $422,217 | 4,827 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $389,518 | 4,763 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $432,112 | 4,736 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $399,960 | 4,679 | Shares | Sole | 2021-08-05 | |
| 2020-12-31 | $445,331 | 4,716 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||