Position in NVS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$292,439
+$30,779 QoQ
Shares Held
1,866
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,146
of 1,603 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $197,279,058 across 10 Drug Manufacturers - General names. NVS ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
92,643 | $111,118,802 | |
| 2 | JNJ |
Johnson & Johnson
|
158,087 | $40,149,355 | |
| 3 | MRK |
Merck & Co., Inc.
|
140,620 | $18,069,670 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
122,348 | $15,457,446 | |
| 5 | AMGN |
Amgen Inc
|
14,343 | $5,193,887 | |
| 6 | ABBV |
AbbVie Inc.
|
15,550 | $3,913,002 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
26,049 | $1,500,943 | |
| 8 | PFE |
Pfizer Inc
|
56,083 | $1,350,478 |
All Filings in NVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,439 | 1,866 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $261,660 | 1,713 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $233,689 | 1,695 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $217,366 | 1,695 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||