Position in NVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$453,234
-$2,877 QoQ
Shares Held
2,892
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#933
of 1,603 holders
Holding Since
Jun 2025
5 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, 2026Ethos Financial Group, LLC holds $12,236,698 across 9 Drug Manufacturers - General names. NVS ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
11,831 | $3,004,719 | |
| 2 | ABBV |
AbbVie Inc.
|
11,698 | $2,943,684 | |
| 3 | LLY |
ELI LILLY & Co
|
1,815 | $2,176,965 | |
| 4 | PFE |
Pfizer Inc
|
52,416 | $1,262,177 | |
| 5 | AMGN |
Amgen Inc
|
2,527 | $915,077 | |
| 6 | MRK |
Merck & Co., Inc.
|
6,957 | $893,974 | |
| 7 | NVS |
Novartis AG
This page
|
2,892 | $453,234 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,022 | $381,799 |
All Filings in NVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,234 | 2,892 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $456,111 | 2,986 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $323,994 | 2,350 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $409,855 | 3,196 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $386,747 | 3,196 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||