Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$273,476
+$71,541 QoQ
Shares Held
1,745
+32.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,176
of 1,603 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026American Trust holds $20,823,022 across 9 Drug Manufacturers - General names. NVS ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
29,039 | $7,375,034 | |
| 2 | LLY |
ELI LILLY & Co
|
5,900 | $7,076,637 | |
| 3 | ABBV |
AbbVie Inc.
|
18,211 | $4,582,616 | |
| 4 | MRK |
Merck & Co., Inc.
|
3,865 | $496,652 | |
| 5 | PFE |
Pfizer Inc
|
11,643 | $280,363 | |
| 6 | AMGN |
Amgen Inc
|
771 | $279,194 | |
| 7 | NVS |
Novartis AG
This page
|
1,745 | $273,476 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,978 | $249,900 |
All Filings in NVS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,476 | 1,745 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $201,935 | 1,322 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||