Position in NVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$364,530
+$9,234 QoQ
Shares Held
2,326
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,032
of 1,603 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Key Client Fiduciary Advisors, LLC holds $6,120,333 across 7 Drug Manufacturers - General names. NVS ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
5,928 | $1,491,721 | |
| 2 | LLY |
ELI LILLY & Co
|
1,195 | $1,433,318 | |
| 3 | MRK |
Merck & Co., Inc.
|
7,589 | $975,186 | |
| 4 | PFE |
Pfizer Inc
|
31,030 | $747,202 | |
| 5 | JNJ |
Johnson & Johnson
|
2,907 | $738,290 | |
| 6 | AMGN |
Amgen Inc
|
1,022 | $370,086 | |
| 7 | NVS |
Novartis AG
This page
|
2,326 | $364,530 |
All Filings in NVS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,530 | 2,326 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $355,296 | 2,326 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $321,099 | 2,329 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $298,670 | 2,329 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $281,832 | 2,329 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $259,636 | 2,329 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $226,634 | 2,329 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $267,881 | 2,329 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $250,606 | 2,354 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $225,284 | 2,329 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $235,159 | 2,329 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $237,231 | 2,329 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $235,019 | 2,329 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $214,268 | 2,329 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||