Position in NVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$739,248
+$11,089 QoQ
Shares Held
4,717
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#730
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, 2026Valley Brook Capital Group, Inc. holds $13,706,850 across 7 Drug Manufacturers - General names. NVS ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
23,146 | $5,824,459 | |
| 2 | JNJ |
Johnson & Johnson
|
11,532 | $2,928,782 | |
| 3 | LLY |
ELI LILLY & Co
|
1,625 | $1,949,073 | |
| 4 | AMGN |
Amgen Inc
|
4,243 | $1,536,475 | |
| 5 | NVS |
Novartis AG
This page
|
4,717 | $739,248 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
6,770 | $390,087 | |
| 7 | MRK |
Merck & Co., Inc.
|
2,636 | $338,726 |
All Filings in NVS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,248 | 4,717 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $728,159 | 4,767 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $657,226 | 4,767 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $635,942 | 4,959 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $600,088 | 4,959 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $552,829 | 4,959 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $482,560 | 4,959 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $570,384 | 4,959 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $527,935 | 4,959 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $482,102 | 4,984 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $503,234 | 4,984 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $507,670 | 4,984 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $502,935 | 4,984 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $458,528 | 4,984 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $452,148 | 4,984 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $378,833 | 4,984 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $421,297 | 4,984 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $437,346 | 4,984 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $450,557 | 5,151 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $421,248 | 5,151 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $469,977 | 5,151 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $440,307 | 5,151 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $486,408 | 5,151 | Shares | Sole | 2021-03-19 | |
| No filing history on record for this holder in this stock. | ||||||