Position in NVS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$586,132
+$67,241 QoQ
Shares Held
3,740
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#822
of 1,603 holders
Holding Since
Dec 2023
10 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, 2026Intergy Private Wealth, LLC holds $2,823,100 across 6 Drug Manufacturers - General names. NVS ranks #2 (20.8% of the industry book) .
All Filings in NVS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,132 | 3,740 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $518,891 | 3,397 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $479,236 | 3,476 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $428,449 | 3,341 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $383,843 | 3,172 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $307,350 | 2,757 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $258,163 | 2,653 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $287,434 | 2,499 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $236,660 | 2,223 | Shares | Sole | 2024-07-15 | |
| 2023-12-31 | $203,757 | 2,018 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||