Position in NVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$345,723
+$17,158 QoQ
Shares Held
2,206
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,056
of 1,603 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $7,595,597 across 8 Drug Manufacturers - General names. NVS ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,766 | $2,118,192 | |
| 2 | MRK |
Merck & Co., Inc.
|
12,006 | $1,542,771 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
21,395 | $1,232,779 | |
| 4 | JNJ |
Johnson & Johnson
|
4,351 | $1,105,023 | |
| 5 | ABBV |
AbbVie Inc.
|
1,874 | $471,572 | |
| 6 | BIIB |
Biogen Inc.
|
1,829 | $395,173 | |
| 7 | PFE |
Pfizer Inc
|
15,962 | $384,364 | |
| 8 | NVS |
Novartis AG
This page
|
2,206 | $345,723 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,723 | 2,206 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $328,565 | 2,151 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $224,034 | 1,747 | Shares | Other | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||