Position in NVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$472,040
-$141,709 QoQ
Shares Held
3,012
-25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#912
of 1,603 holders
Holding Since
Jun 2024
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, 2026Heritage Family Offices, LLP holds $5,858,722 across 7 Drug Manufacturers - General names. NVS ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,911 | $2,292,110 | |
| 2 | ABBV |
AbbVie Inc.
|
5,697 | $1,433,593 | |
| 3 | JNJ |
Johnson & Johnson
|
2,952 | $749,719 | |
| 4 | NVS |
Novartis AG
This page
|
3,012 | $472,040 | |
| 5 | AZN |
Astrazeneca PLC
|
2,136 | $405,028 | |
| 6 | MRK |
Merck & Co., Inc.
|
2,167 | $278,459 | |
| 7 | AMGN |
Amgen Inc
|
629 | $227,773 |
All Filings in NVS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,040 | 3,012 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $613,749 | 4,018 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $710,306 | 5,152 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $739,816 | 5,769 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $710,328 | 5,870 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $653,941 | 5,866 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $594,272 | 6,107 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $689,544 | 5,995 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $631,307 | 5,930 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||