Position in NVS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$346,037
+$45,120 QoQ
Shares Held
2,208
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,054
of 1,602 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $3,603,879 across 15 Drug Manufacturers - General names. NVS ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
3,142 | $797,973 | |
| 2 | ABBV |
AbbVie Inc.
|
2,561 | $644,450 | |
| 3 | MRK |
Merck & Co., Inc.
|
3,934 | $505,519 | |
| 4 | NVS |
Novartis AG
This page
|
2,208 | $346,037 | |
| 5 | GSK |
GSK plc
|
5,323 | $279,031 | |
| 6 | SNY |
Sanofi
|
5,366 | $228,913 | |
| 7 | AMGN |
Amgen Inc
|
587 | $212,564 | |
| 8 | LLY |
ELI LILLY & Co
|
129 | $154,726 |
All Filings in NVS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,037 | 2,208 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $300,917 | 1,970 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $269,260 | 1,953 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $316,624 | 2,469 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $296,232 | 2,448 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $274,017 | 2,458 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $238,798 | 2,454 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $309,863 | 2,694 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $268,705 | 2,524 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $272,391 | 2,816 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $279,383 | 2,767 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||