Position in NVS
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$68,519,237
+$1,228,891 QoQ
Shares Held
437,208
-0.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 27%
Shared 1%
None 72%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Corient Private Wealth LLC holds $2,580,155,060 across 16 Drug Manufacturers - General names. NVS ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
592,599 | $710,781,077 | |
| 2 | JNJ |
Johnson & Johnson
|
2,274,445 | $577,640,796 | |
| 3 | ABBV |
AbbVie Inc.
|
2,063,716 | $519,313,494 | |
| 4 | MRK |
Merck & Co., Inc.
|
2,391,313 | $307,283,720 | |
| 5 | AMGN |
Amgen Inc
|
466,785 | $169,032,183 | |
| 6 | NVS |
Novartis AG
This page
|
437,208 | $68,519,237 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
538,310 | $68,010,084 | |
| 8 | PFE |
Pfizer Inc
|
2,547,672 | $61,347,940 |
All Filings in NVS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,519,237 | 437,208 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $67,290,346 | 440,526 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $66,164,364 | 479,904 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $58,803,168 | 458,540 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $54,796,109 | 452,823 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $51,624,157 | 463,080 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $52,696,088 | 541,528 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $66,687,675 | 579,792 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $61,824,834 | 580,733 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $56,663,273 | 585,788 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $59,326,235 | 587,563 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $46,650,351 | 457,985 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $45,848,559 | 454,351 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $37,115,652 | 403,431 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $23,304,697 | 256,886 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||