Position in NVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,490,118
+$1,561,127 QoQ
Shares Held
47,793
+23.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#207
of 1,603 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Naviter Wealth, LLC holds $52,110,341 across 11 Drug Manufacturers - General names. NVS ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
11,109 | $13,324,468 | |
| 2 | NVS |
Novartis AG
This page
|
47,793 | $7,490,118 | |
| 3 | AZN |
Astrazeneca PLC
|
38,241 | $7,251,258 | |
| 4 | JNJ |
Johnson & Johnson
|
25,011 | $6,352,043 | |
| 5 | ABBV |
AbbVie Inc.
|
21,065 | $5,300,796 | |
| 6 | MRK |
Merck & Co., Inc.
|
24,004 | $3,084,514 | |
| 7 | GSK |
GSK plc
|
55,331 | $2,900,451 | |
| 8 | AMGN |
Amgen Inc
|
7,878 | $2,852,781 |
All Filings in NVS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,490,118 | 47,793 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,928,991 | 38,815 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,191,908 | 37,658 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,582,415 | 43,531 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,092,463 | 42,083 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,458,419 | 39,993 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,943,487 | 40,525 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,792,637 | 50,362 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,305,008 | 49,831 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,580,939 | 47,358 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,161,882 | 41,219 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,371,871 | 33,103 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,091,276 | 30,634 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,450,236 | 26,633 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,380,674 | 26,242 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,810,254 | 23,816 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,852,559 | 21,916 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||