Position in NVS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$615,752
+$21,249 QoQ
Shares Held
3,929
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#799
of 1,603 holders
Holding Since
Jun 2024
9 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, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $7,036,128 across 10 Drug Manufacturers - General names. NVS ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,469 | $1,761,962 | |
| 2 | JNJ |
Johnson & Johnson
|
5,744 | $1,458,803 | |
| 3 | AMGN |
Amgen Inc
|
2,525 | $914,353 | |
| 4 | MRK |
Merck & Co., Inc.
|
6,015 | $772,927 | |
| 5 | NVS |
Novartis AG
This page
|
3,929 | $615,752 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
7,846 | $452,086 | |
| 7 | SNY |
Sanofi
|
8,403 | $358,471 | |
| 8 | ABBV |
AbbVie Inc.
|
995 | $250,381 |
All Filings in NVS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,752 | 3,929 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $594,503 | 3,892 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $506,947 | 3,677 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $493,595 | 3,849 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $440,718 | 3,642 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $400,770 | 3,595 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $387,196 | 3,979 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $448,347 | 3,898 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $402,418 | 3,780 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||