Position in NVS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$403,397
+$11,746 QoQ
Shares Held
2,574
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#991
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, 2026Quantum Financial Advisors, LLC holds $7,764,672 across 8 Drug Manufacturers - General names. NVS ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,589 | $1,905,894 | |
| 2 | AMGN |
Amgen Inc
|
4,460 | $1,615,055 | |
| 3 | JNJ |
Johnson & Johnson
|
5,447 | $1,383,374 | |
| 4 | ABBV |
AbbVie Inc.
|
3,480 | $875,707 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,793 | $872,900 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,371 | $425,892 | |
| 7 | NVS |
Novartis AG
This page
|
2,574 | $403,397 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
4,902 | $282,453 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,397 | 2,574 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $391,651 | 2,564 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $353,498 | 2,564 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||