Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$215,960
+$5,471 QoQ
Shares Held
1,378
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,285
of 1,603 holders
Holding Since
Mar 2026
2 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, 2026O'ROURKE & COMPANY, Inc holds $7,553,464 across 8 Drug Manufacturers - General names. NVS ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
8,477 | $2,152,903 | |
| 2 | LLY |
ELI LILLY & Co
|
1,497 | $1,795,546 | |
| 3 | PFE |
Pfizer Inc
|
38,677 | $931,342 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
12,201 | $703,021 | |
| 5 | MRK |
Merck & Co., Inc.
|
5,424 | $696,984 | |
| 6 | ABBV |
AbbVie Inc.
|
2,498 | $628,596 | |
| 7 | AMGN |
Amgen Inc
|
1,185 | $429,112 | |
| 8 | NVS |
Novartis AG
This page
|
1,378 | $215,960 |
All Filings in NVS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,960 | 1,378 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $210,489 | 1,378 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||