Position in NVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,629,291
+$63,397 QoQ
Shares Held
16,777
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#377
of 1,603 holders
Holding Since
Jun 2024
9 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, 2026Optimist Retirement Group LLC holds $22,774,591 across 9 Drug Manufacturers - General names. NVS ranks #5 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,163 | $3,793,797 | |
| 2 | ABBV |
AbbVie Inc.
|
12,838 | $3,230,554 | |
| 3 | MRK |
Merck & Co., Inc.
|
22,801 | $2,929,928 | |
| 4 | GSK |
GSK plc
|
51,040 | $2,675,516 | |
| 5 | NVS |
Novartis AG
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|
16,777 | $2,629,291 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
43,542 | $2,508,890 | |
| 7 | NVO |
Novo Nordisk A S
|
52,040 | $2,494,797 | |
| 8 | PFE |
Pfizer Inc
|
93,529 | $2,252,178 |
All Filings in NVS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,629,291 | 16,777 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,565,894 | 16,798 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,616,634 | 18,979 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,477,468 | 19,319 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,332,104 | 19,272 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,140,750 | 19,203 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,855,312 | 19,066 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,221,381 | 19,313 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $2,038,389 | 19,147 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||