Position in NVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,346,568
+$57,457 QoQ
Shares Held
14,973
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
#393
of 1,603 holders
Holding Since
Mar 2024
10 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, 2026MOSAIC FINANCIAL GROUP, LLC holds $6,915,947 across 6 Drug Manufacturers - General names. NVS ranks #2 (33.9% of the industry book) .
All Filings in NVS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,346,568 | 14,973 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,289,111 | 14,986 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,066,119 | 14,986 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,921,804 | 14,986 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,813,455 | 14,986 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,670,639 | 14,986 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,467,337 | 15,079 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,666,754 | 14,491 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,542,711 | 14,491 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,446,306 | 14,952 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||