Position in NVS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$220,348
-$184,286 QoQ
Shares Held
1,406
-46.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,273
of 1,603 holders
Holding Since
Dec 2025
3 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, 2026Carter Financial Group, INC. holds $2,102,145 across 4 Drug Manufacturers - General names. NVS ranks #4 (10.5% of the industry book) .
All Filings in NVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,348 | 1,406 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $404,634 | 2,649 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $397,892 | 2,886 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||