Position in NVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$496,018
+$9,510 QoQ
Shares Held
3,165
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#890
of 1,603 holders
Holding Since
Dec 2023
11 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, 2026Traveka Wealth, LLC holds $7,683,360 across 9 Drug Manufacturers - General names. NVS ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,362 | $2,833,053 | |
| 2 | JNJ |
Johnson & Johnson
|
6,397 | $1,624,646 | |
| 3 | ABBV |
AbbVie Inc.
|
3,731 | $938,868 | |
| 4 | AZN |
Astrazeneca PLC
|
3,416 | $647,741 | |
| 5 | NVS |
Novartis AG
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|
3,165 | $496,018 | |
| 6 | MRK |
Merck & Co., Inc.
|
2,711 | $348,363 | |
| 7 | AMGN |
Amgen Inc
|
926 | $335,323 | |
| 8 | NVO |
Novo Nordisk A S
|
5,265 | $252,404 |
All Filings in NVS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,018 | 3,165 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $486,508 | 3,185 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $450,559 | 3,268 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $421,909 | 3,290 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $393,887 | 3,255 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $431,539 | 3,871 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $321,512 | 3,304 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $405,445 | 3,525 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $361,644 | 3,397 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $299,959 | 3,101 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $292,207 | 2,894 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||