Position in NVS
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,161,663
-$247,092 QoQ
Shares Held
7,605
-25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $26,306,263 across 8 Drug Manufacturers - General names. NVS ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
8,209 | $7,550,391 | |
| 2 | JNJ |
Johnson & Johnson
|
28,074 | $6,862,408 | |
| 3 | ABBV |
AbbVie Inc.
|
23,411 | $5,091,658 | |
| 4 | MRK |
Merck & Co., Inc.
|
30,597 | $3,680,513 | |
| 5 | AMGN |
Amgen Inc
|
3,351 | $1,179,049 | |
| 6 | NVS |
Novartis AG
This page
|
7,605 | $1,161,663 | |
| 7 | PFE |
Pfizer Inc
|
20,298 | $569,967 | |
| 8 | NVO |
Novo Nordisk A S
|
5,731 | $210,614 |
All Filings in NVS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,161,663 | 7,605 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,408,755 | 10,218 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,210,585 | 9,440 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,142,334 | 9,440 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,052,371 | 9,440 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $965,801 | 9,925 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,141,573 | 9,925 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,056,615 | 9,925 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $960,045 | 9,925 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,037,466 | 10,275 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,046,611 | 10,275 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,036,850 | 10,275 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $945,300 | 10,275 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $932,148 | 10,275 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $781,002 | 10,275 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $868,545 | 10,275 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $901,631 | 10,275 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $898,754 | 10,275 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $794,083 | 9,710 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $982,837 | 10,772 | Shares | Sole | 2022-03-02 | |
| 2021-03-31 | $920,790 | 10,772 | Shares | Sole | 2022-03-02 | |
| 2020-12-31 | $1,017,199 | 10,772 | Shares | Sole | 2022-03-02 | |
| 2020-09-30 | $1,000,213 | 11,502 | Shares | Sole | 2022-03-02 | |
| 2020-06-30 | $1,004,584 | 11,502 | Shares | Sole | 2022-03-02 | |
| 2020-03-31 | $1,128,493 | 13,687 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||