Position in NVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$848,011
+$222,195 QoQ
Shares Held
5,411
+32.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#678
of 1,603 holders
Holding Since
Dec 2024
6 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, 2026R Squared Ltd holds $3,992,693 across 8 Drug Manufacturers - General names. NVS ranks #1 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
This page
|
5,411 | $848,011 | |
| 2 | SNY |
Sanofi
|
17,447 | $744,289 | |
| 3 | LLY |
ELI LILLY & Co
|
560 | $671,680 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
3,544 | $447,748 | |
| 5 | AZN |
Astrazeneca PLC
|
1,987 | $376,774 | |
| 6 | NVO |
Novo Nordisk A S
|
7,495 | $359,310 | |
| 7 | GSK |
GSK plc
|
5,244 | $274,890 | |
| 8 | AMRN |
Amarin Corp Plc\Uk
|
16,938 | $269,991 |
All Filings in NVS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,011 | 5,411 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $625,816 | 4,097 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $321,650 | 2,333 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $348,043 | 2,714 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $377,188 | 3,117 | Shares | Sole | 2025-07-31 | |
| 2024-12-31 | $195,593 | 2,010 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||