Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$974,328
+$43,623 QoQ
Shares Held
6,217
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#628
of 1,603 holders
Holding Since
Jun 2023
13 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $83,599,590 across 11 Drug Manufacturers - General names. NVS ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
26,099 | $31,303,925 | |
| 2 | ABBV |
AbbVie Inc.
|
115,953 | $29,178,412 | |
| 3 | JNJ |
Johnson & Johnson
|
22,580 | $5,734,642 | |
| 4 | AMGN |
Amgen Inc
|
14,538 | $5,264,500 | |
| 5 | MRK |
Merck & Co., Inc.
|
36,076 | $4,635,766 | |
| 6 | AZN |
Astrazeneca PLC
|
16,641 | $3,155,466 | |
| 7 | PFE |
Pfizer Inc
|
54,629 | $1,315,465 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
9,736 | $1,230,046 |
All Filings in NVS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $974,328 | 6,217 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $930,705 | 6,093 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $721,473 | 5,233 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $650,176 | 5,070 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $530,023 | 4,380 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $499,207 | 4,478 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $449,766 | 4,622 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $523,916 | 4,555 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $476,940 | 4,480 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $463,530 | 4,792 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $461,029 | 4,566 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $400,819 | 3,935 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $335,021 | 3,320 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||