Position in NVS
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$124,796
-$1,492 QoQ
Shares Held
817
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Root Financial Partners, LLC holds $9,940,356 across 9 Drug Manufacturers - General names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
9,301 | $2,362,174 | |
| 2 | LLY |
ELI LILLY & Co
|
1,796 | $2,154,176 | |
| 3 | ABBV |
AbbVie Inc.
|
7,203 | $1,812,562 | |
| 4 | MRK |
Merck & Co., Inc.
|
12,102 | $1,555,107 | |
| 5 | AMGN |
Amgen Inc
|
1,733 | $627,553 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
9,675 | $557,473 | |
| 7 | AZN |
Astrazeneca PLC
|
1,729 | $327,852 | |
| 8 | PFE |
Pfizer Inc
|
12,637 | $304,298 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $124,796 | 817 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $126,288 | 916 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $115,287 | 899 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||