Position in NVS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$442,107
-$32,487 QoQ
Shares Held
2,821
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#945
of 1,603 holders
Holding Since
Sep 2025
4 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, 2026Ritter Daniher Financial Advisory LLC / DE holds $3,822,857 across 9 Drug Manufacturers - General names. NVS ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,429 | $1,713,985 | |
| 2 | NVS |
Novartis AG
This page
|
2,821 | $442,107 | |
| 3 | JNJ |
Johnson & Johnson
|
1,484 | $376,891 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
6,513 | $375,279 | |
| 5 | PFE |
Pfizer Inc
|
13,663 | $329,005 | |
| 6 | ABBV |
AbbVie Inc.
|
1,236 | $311,027 | |
| 7 | MRK |
Merck & Co., Inc.
|
1,257 | $161,524 | |
| 8 | SNY |
Sanofi
|
1,644 | $70,133 |
All Filings in NVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,107 | 2,821 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $474,594 | 3,107 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $451,110 | 3,272 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $419,601 | 3,272 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||