Position in NVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$278,021
+$7,043 QoQ
Shares Held
1,774
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,172
of 1,602 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $10,204,212 across 14 Drug Manufacturers - General names. NVS ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
13,220 | $3,326,680 | |
| 2 | JNJ |
Johnson & Johnson
|
8,020 | $2,036,839 | |
| 3 | AMGN |
Amgen Inc
|
3,675 | $1,330,791 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
8,055 | $1,017,668 | |
| 5 | LLY |
ELI LILLY & Co
|
641 | $768,834 | |
| 6 | NVO |
Novo Nordisk A S
|
11,256 | $539,612 | |
| 7 | PFE |
Pfizer Inc
|
18,621 | $448,393 | |
| 8 | NVS |
Novartis AG
This page
|
1,774 | $278,021 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,021 | 1,774 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $270,978 | 1,774 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $244,581 | 1,774 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $227,497 | 1,774 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $214,671 | 1,774 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $197,765 | 1,774 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $172,627 | 1,774 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $204,045 | 1,774 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $127,752 | 1,200 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $116,076 | 1,200 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $124,496 | 1,233 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $125,593 | 1,233 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $124,422 | 1,233 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $113,436 | 1,233 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $111,857 | 1,233 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $93,720 | 1,233 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $104,225 | 1,233 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $108,195 | 1,233 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $107,850 | 1,233 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $143,605 | 1,756 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $434,393 | 4,761 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $4,761 | 406,970 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $421,252 | 4,461 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $378,276 | 4,350 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $379,929 | 4,350 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $335,159 | 4,065 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||