Position in NVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$981,067
-$114,303 QoQ
Shares Held
6,260
-12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#625
of 1,603 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Applied Finance Capital Management, LLC holds $53,647,387 across 10 Drug Manufacturers - General names. NVS ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
133,454 | $17,148,839 | |
| 2 | LLY |
ELI LILLY & Co
|
12,549 | $15,051,648 | |
| 3 | JNJ |
Johnson & Johnson
|
25,604 | $6,502,647 | |
| 4 | ABBV |
AbbVie Inc.
|
25,128 | $6,323,209 | |
| 5 | AMGN |
Amgen Inc
|
6,845 | $2,478,711 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
35,950 | $2,071,439 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
14,693 | $1,856,313 | |
| 8 | NVS |
Novartis AG
This page
|
6,260 | $981,067 |
All Filings in NVS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $981,067 | 6,260 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,095,370 | 7,171 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,013,620 | 7,352 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $969,879 | 7,563 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $907,938 | 7,503 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $941,560 | 8,446 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $612,858 | 6,298 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $813,536 | 7,073 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $469,169 | 4,407 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $302,668 | 3,129 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $315,935 | 3,129 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $342,453 | 3,362 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $316,050 | 3,132 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $259,072 | 2,816 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $227,162 | 2,504 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||