Position in NVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,142,862
+$2,646,255 QoQ
Shares Held
20,054
+456.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#340
of 1,603 holders
Holding Since
Mar 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, 2026Diversify Advisory Services, LLC holds $87,794,871 across 13 Drug Manufacturers - General names. NVS ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
94,734 | $24,059,593 | |
| 2 | LLY |
ELI LILLY & Co
|
16,684 | $20,011,291 | |
| 3 | ABBV |
AbbVie Inc.
|
64,821 | $16,311,556 | |
| 4 | AMGN |
Amgen Inc
|
22,302 | $8,076,000 | |
| 5 | MRK |
Merck & Co., Inc.
|
29,135 | $3,743,847 | |
| 6 | NVS |
Novartis AG
This page
|
20,054 | $3,142,862 | |
| 7 | PFE |
Pfizer Inc
|
117,466 | $2,828,581 | |
| 8 | GSK |
GSK plc
|
43,867 | $2,299,508 |
All Filings in NVS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,142,862 | 20,054 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $496,607 | 3,602 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $665,822 | 5,192 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $892,569 | 7,376 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $339,233 | 3,043 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $446,847 | 4,592 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $542,894 | 4,720 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $281,054 | 2,640 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $209,904 | 2,170 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||