Position in NVS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$512,944
-$9,461 QoQ
Shares Held
3,273
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#877
of 1,603 holders
Holding Since
Dec 2021
19 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, 2026REGATTA CAPITAL GROUP, LLC holds $7,942,018 across 9 Drug Manufacturers - General names. NVS ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
7,477 | $2,707,571 | |
| 2 | JNJ |
Johnson & Johnson
|
5,315 | $1,349,850 | |
| 3 | LLY |
ELI LILLY & Co
|
863 | $1,035,108 | |
| 4 | SNY |
Sanofi
|
18,955 | $808,620 | |
| 5 | MRK |
Merck & Co., Inc.
|
4,544 | $583,904 | |
| 6 | NVS |
Novartis AG
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|
3,273 | $512,944 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
3,942 | $498,032 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
4,091 | $235,723 |
All Filings in NVS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,944 | 3,273 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $522,405 | 3,420 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $596,425 | 4,326 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $562,332 | 4,385 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $545,513 | 4,508 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $489,508 | 4,391 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $429,234 | 4,411 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $515,289 | 4,480 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $476,621 | 4,477 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $444,571 | 4,596 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $440,532 | 4,363 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $444,109 | 4,360 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $440,673 | 4,367 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $382,536 | 4,158 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $377,213 | 4,158 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $322,054 | 4,237 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $313,099 | 3,704 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $470,340 | 5,360 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $468,139 | 5,352 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||