Position in NVS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,439,159
+$50,051 QoQ
Shares Held
9,183
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#515
of 1,603 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $6,968,762 across 10 Drug Manufacturers - General names. NVS ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
7,146 | $1,798,219 | |
| 2 | NVS |
Novartis AG
This page
|
9,183 | $1,439,159 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
17,612 | $1,014,803 | |
| 4 | PFE |
Pfizer Inc
|
36,100 | $869,288 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
5,976 | $755,007 | |
| 6 | JNJ |
Johnson & Johnson
|
2,820 | $716,195 | |
| 7 | LLY |
ELI LILLY & Co
|
154 | $184,712 | |
| 8 | MRK |
Merck & Co., Inc.
|
842 | $108,197 |
All Filings in NVS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,439,159 | 9,183 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,389,108 | 9,094 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,245,517 | 9,034 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,162,367 | 9,064 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,084,007 | 8,958 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $984,591 | 8,832 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $857,301 | 8,810 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,010,220 | 8,783 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $937,912 | 8,810 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $17,024 | 176 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $901,662 | 8,930 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $891,640 | 8,836 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $802,700 | 8,725 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $780,554 | 8,604 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $637,039 | 8,381 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $692,807 | 8,196 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $696,033 | 7,932 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $693,812 | 7,932 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||