Position in NVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$435,524
+$11,032 QoQ
Shares Held
2,779
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#955
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, 2026High Net Worth Advisory Group LLC holds $24,648,184 across 8 Drug Manufacturers - General names. NVS ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
45,390 | $11,421,939 | |
| 2 | AMGN |
Amgen Inc
|
15,151 | $5,486,480 | |
| 3 | LLY |
ELI LILLY & Co
|
2,256 | $2,705,914 | |
| 4 | MRK |
Merck & Co., Inc.
|
15,581 | $2,002,158 | |
| 5 | JNJ |
Johnson & Johnson
|
7,431 | $1,887,251 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,786 | $478,323 | |
| 7 | NVS |
Novartis AG
This page
|
2,779 | $435,524 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
4,002 | $230,595 |
All Filings in NVS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,524 | 2,779 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $424,492 | 2,779 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $383,140 | 2,779 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $356,378 | 2,779 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $347,298 | 2,870 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $319,947 | 2,870 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $279,279 | 2,870 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $330,107 | 2,870 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $305,540 | 2,870 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $277,615 | 2,870 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $289,783 | 2,870 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $292,338 | 2,870 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $289,611 | 2,870 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $269,376 | 2,928 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $265,628 | 2,928 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $222,557 | 2,928 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $262,381 | 3,104 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $284,661 | 3,244 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $283,752 | 3,244 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||