Position in NVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$90,817,045
+$7,338,407 QoQ
Shares Held
579,486
+6.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#38
of 1,603 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026NewEdge Wealth, LLC holds $502,588,092 across 13 Drug Manufacturers - General names. NVS ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
422,116 | $106,221,270 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
754,019 | $95,262,760 | |
| 3 | NVS |
Novartis AG
This page
|
579,486 | $90,817,045 | |
| 4 | LLY |
ELI LILLY & Co
|
64,986 | $77,946,164 | |
| 5 | JNJ |
Johnson & Johnson
|
255,223 | $64,818,985 | |
| 6 | AMGN |
Amgen Inc
|
110,074 | $39,859,996 | |
| 7 | MRK |
Merck & Co., Inc.
|
64,900 | $8,339,650 | |
| 8 | AZN |
Astrazeneca PLC
|
33,124 | $6,280,972 |
All Filings in NVS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,817,045 | 579,486 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $83,478,638 | 546,505 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $69,671,087 | 505,339 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $62,384,143 | 486,464 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $56,380,495 | 465,916 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $48,141,300 | 431,838 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $41,322,496 | 424,648 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $45,116,595 | 392,250 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $38,757,827 | 364,060 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $34,340,117 | 355,010 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $32,805,253 | 324,901 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $28,703,638 | 281,795 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $24,041,605 | 238,248 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,640,668 | 126,529 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $10,222,511 | 112,682 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,057,060 | 106,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,181,743 | 96,791 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,235,689 | 82,458 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,417,149 | 73,364 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,597,023 | 68,440 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,990,635 | 65,658 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $5,070,673 | 59,320 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,642,232 | 17,391 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||