Position in NVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,248,274
+$12,374 QoQ
Shares Held
7,965
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#566
of 1,603 holders
Holding Since
Dec 2024
7 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, 2026Guardian Partners Inc. holds $38,343,491 across 11 Drug Manufacturers - General names. NVS ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
81,690 | $20,746,809 | |
| 2 | SNY |
Sanofi
|
181,975 | $7,763,053 | |
| 3 | LLY |
ELI LILLY & Co
|
3,532 | $4,236,387 | |
| 4 | NVO |
Novo Nordisk A S
|
49,214 | $2,359,319 | |
| 5 | NVS |
Novartis AG
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|
7,965 | $1,248,274 | |
| 6 | PFE |
Pfizer Inc
|
46,810 | $1,127,184 | |
| 7 | ABBV |
AbbVie Inc.
|
1,785 | $449,177 | |
| 8 | MRK |
Merck & Co., Inc.
|
2,532 | $325,362 |
All Filings in NVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,248,274 | 7,965 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,235,900 | 8,091 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,122,261 | 8,140 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $274,433 | 2,140 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $258,961 | 2,140 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $238,567 | 2,140 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $211,649 | 2,175 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||