Position in NVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$470,160
+$11,910 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#917
of 1,603 holders
Holding Since
Jun 2024
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, 2026BEACON INVESTMENT ADVISORS LLC holds $4,237,923 across 6 Drug Manufacturers - General names. NVS ranks #5 (11.1% of the industry book) .
All Filings in NVS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,160 | 3,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $458,250 | 3,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $413,610 | 3,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $384,720 | 3,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $363,030 | 3,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $334,551 | 3,001 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $291,930 | 3,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $345,060 | 3,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $319,380 | 3,000 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||