Position in NVS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$239,624
+$6,070 QoQ
Shares Held
1,529
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,238
of 1,603 holders
Holding Since
Mar 2020
21 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, 2026Kelly Financial Services LLC holds $1,633,307 across 4 Drug Manufacturers - General names. NVS ranks #4 (14.7% of the industry book) .
All Filings in NVS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,624 | 1,529 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $233,554 | 1,529 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $206,667 | 1,499 | Shares | Sole | 2026-01-13 | |
| 2024-06-30 | $154,899 | 1,455 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $136,195 | 1,408 | Shares | Sole | 2024-07-17 | |
| 2023-12-31 | $142,165 | 1,408 | Shares | Sole | 2024-07-17 | |
| 2023-09-30 | $143,418 | 1,408 | Shares | Sole | 2024-07-17 | |
| 2023-06-30 | $142,081 | 1,408 | Shares | Sole | 2024-07-17 | |
| 2023-03-31 | $129,536 | 1,408 | Shares | Sole | 2024-07-17 | |
| 2022-12-31 | $124,377 | 1,371 | Shares | Sole | 2024-07-17 | |
| 2022-09-30 | $104,209 | 1,371 | Shares | Sole | 2024-07-17 | |
| 2022-06-30 | $118,003 | 1,396 | Shares | Sole | 2024-07-17 | |
| 2022-03-31 | $122,499 | 1,396 | Shares | Sole | 2024-07-17 | |
| 2021-12-31 | $119,221 | 1,363 | Shares | Sole | 2024-07-17 | |
| 2021-09-30 | $113,265 | 1,385 | Shares | Sole | 2024-07-17 | |
| 2021-06-30 | $1,385 | 126,334 | Shares | Sole | 2024-07-17 | |
| 2021-03-31 | $118,389 | 1,385 | Shares | Sole | 2024-07-17 | |
| 2020-12-31 | $4,438 | 47 | Shares | Sole | 2024-07-17 | |
| 2020-09-30 | $4,087 | 47 | Shares | Sole | 2024-07-17 | |
| 2020-06-30 | $4,104 | 47 | Shares | Sole | 2024-07-17 | |
| 2020-03-31 | $3,875 | 47 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||