Position in NVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,346,381
+$13,485 QoQ
Shares Held
8,591
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#539
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, 2026Mayflower Financial Advisors, LLC holds $56,704,468 across 12 Drug Manufacturers - General names. NVS ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
101,672 | $25,584,742 | |
| 2 | BMY |
Bristol Myers Squibb Co
|
208,112 | $11,991,413 | |
| 3 | JNJ |
Johnson & Johnson
|
24,544 | $6,233,439 | |
| 4 | LLY |
ELI LILLY & Co
|
3,906 | $4,684,973 | |
| 5 | MRK |
Merck & Co., Inc.
|
20,163 | $2,590,945 | |
| 6 | PFE |
Pfizer Inc
|
58,088 | $1,398,759 | |
| 7 | NVS |
Novartis AG
This page
|
8,591 | $1,346,381 | |
| 8 | AMGN |
Amgen Inc
|
3,665 | $1,327,169 |
All Filings in NVS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,346,381 | 8,591 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,332,896 | 8,726 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,429,711 | 10,370 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,314,716 | 10,252 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,227,404 | 10,143 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,128,289 | 10,121 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $971,251 | 9,981 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,180,220 | 10,261 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,086,850 | 10,209 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,022,436 | 10,570 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,049,583 | 10,395 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,072,993 | 10,534 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,048,656 | 10,392 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $964,068 | 10,479 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $940,494 | 10,367 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $785,183 | 10,330 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $875,392 | 10,356 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $917,601 | 10,457 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $920,009 | 10,518 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $840,534 | 10,278 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $944,516 | 10,352 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $737,350 | 8,626 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $812,664 | 8,606 | Shares | Sole | 2021-04-12 | |
| No filing history on record for this holder in this stock. | ||||||