Position in NVS
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$36,660
-$21,521 QoQ
Shares Held
240
-43.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $2,575,482 across 12 Drug Manufacturers - General names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
733 | $879,181 | |
| 2 | MRK |
Merck & Co., Inc.
|
2,529 | $324,976 | |
| 3 | ABBV |
AbbVie Inc.
|
1,179 | $296,683 | |
| 4 | JNJ |
Johnson & Johnson
|
1,003 | $254,731 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
1,934 | $244,341 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
3,525 | $203,110 | |
| 7 | AZN |
Astrazeneca PLC
|
677 | $128,372 | |
| 8 | AMGN |
Amgen Inc
|
262 | $94,875 |
All Filings in NVS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,660 | 240 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $58,181 | 422 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $77,841 | 607 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $54,091 | 447 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $35,562 | 319 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $30,555 | 314 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $32,550 | 283 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $30,128 | 283 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $25,949 | 257 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||