Position in NVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$422,360
+$10,699 QoQ
Shares Held
2,695
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#965
of 1,603 holders
Holding Since
Dec 2022
14 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, 2026Kapstone Financial Advisors LLC holds $8,529,634 across 7 Drug Manufacturers - General names. NVS ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
15,264 | $3,841,032 | |
| 2 | JNJ |
Johnson & Johnson
|
8,363 | $2,123,951 | |
| 3 | MRK |
Merck & Co., Inc.
|
8,968 | $1,152,388 | |
| 4 | NVS |
Novartis AG
This page
|
2,695 | $422,360 | |
| 5 | LLY |
ELI LILLY & Co
|
351 | $420,999 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
5,977 | $344,394 | |
| 7 | AZN |
Astrazeneca PLC
|
1,184 | $224,510 |
All Filings in NVS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,360 | 2,695 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $411,661 | 2,695 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $371,559 | 2,695 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $345,606 | 2,695 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $326,121 | 2,695 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $300,438 | 2,695 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $262,250 | 2,695 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $309,978 | 2,695 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $286,909 | 2,695 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $260,687 | 2,695 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $272,114 | 2,695 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $274,512 | 2,695 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $271,952 | 2,695 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $235,418 | 2,595 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||