Position in NVS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$935,931
+$23,097 QoQ
Shares Held
5,972
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#643
of 1,603 holders
Holding Since
Jun 2024
9 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, 2026KENNEDY INVESTMENT GROUP, INC. holds $14,260,907 across 7 Drug Manufacturers - General names. NVS ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
15,754 | $3,964,336 | |
| 2 | NVO |
Novo Nordisk A S
|
69,531 | $3,333,316 | |
| 3 | LLY |
ELI LILLY & Co
|
2,744 | $3,291,236 | |
| 4 | JNJ |
Johnson & Johnson
|
6,591 | $1,673,916 | |
| 5 | NVS |
Novartis AG
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|
5,972 | $935,931 | |
| 6 | AMGN |
Amgen Inc
|
1,946 | $704,685 | |
| 7 | MRK |
Merck & Co., Inc.
|
2,782 | $357,487 |
All Filings in NVS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $935,931 | 5,972 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $912,834 | 5,976 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $824,186 | 5,978 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $766,618 | 5,978 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $823,231 | 6,803 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $757,952 | 6,799 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $664,627 | 6,830 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $776,385 | 6,750 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $718,605 | 6,750 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||