Position in NVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$16,913,535
+$576,923 QoQ
Shares Held
107,922
+0.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#128
of 1,603 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Callan Family Office, LLC holds $198,735,685 across 16 Drug Manufacturers - General names. NVS ranks #2 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
54,722 | $65,635,213 | |
| 2 | NVS |
Novartis AG
This page
|
107,922 | $16,913,535 | |
| 3 | JNJ |
Johnson & Johnson
|
64,905 | $16,483,922 | |
| 4 | ABBV |
AbbVie Inc.
|
58,732 | $14,779,320 | |
| 5 | GSK |
GSK plc
|
271,081 | $14,210,066 | |
| 6 | MRK |
Merck & Co., Inc.
|
107,070 | $13,758,495 | |
| 7 | AZN |
Astrazeneca PLC
|
69,688 | $13,214,238 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
101,450 | $12,817,193 |
All Filings in NVS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,913,535 | 107,922 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $16,336,612 | 106,950 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $14,455,255 | 104,847 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,281,914 | 87,975 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,533,678 | 87,048 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,909,516 | 26,099 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,809,728 | 28,874 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $218,653 | 1,901 | Shares | Sole | 2024-10-08 | |
| 2023-03-31 | $883,660 | 9,605 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||