Position in NVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$354,814
+$8,988 QoQ
Shares Held
2,264
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,043
of 1,603 holders
Holding Since
Sep 2023
12 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, 2026Financial Security Advisor, Inc. holds $17,567,229 across 7 Drug Manufacturers - General names. NVS ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
65,060 | $8,360,210 | |
| 2 | JNJ |
Johnson & Johnson
|
21,092 | $5,356,735 | |
| 3 | LLY |
ELI LILLY & Co
|
1,627 | $1,951,472 | |
| 4 | ABBV |
AbbVie Inc.
|
3,178 | $799,711 | |
| 5 | AMGN |
Amgen Inc
|
1,352 | $489,586 | |
| 6 | NVS |
Novartis AG
This page
|
2,264 | $354,814 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,016 | $254,701 |
All Filings in NVS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,814 | 2,264 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $345,826 | 2,264 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $312,137 | 2,264 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $289,694 | 2,259 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $273,361 | 2,259 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $251,833 | 2,259 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $219,823 | 2,259 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $259,830 | 2,259 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $240,493 | 2,259 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $218,513 | 2,259 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $228,091 | 2,259 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $230,101 | 2,259 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||