Position in NVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$267,834
+$238,984 QoQ
Shares Held
1,709
+530.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,189
of 1,603 holders
Holding Since
Jun 2024
2 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Lynx Investment Advisory holds $4,458,205 across 7 Drug Manufacturers - General names. NVS ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFE |
Pfizer Inc
|
59,638 | $1,436,081 | |
| 2 | ABBV |
AbbVie Inc.
|
2,938 | $739,317 | |
| 3 | JNJ |
Johnson & Johnson
|
2,594 | $658,796 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,906 | $630,421 | |
| 5 | AZN |
Astrazeneca PLC
|
2,144 | $406,544 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
5,540 | $319,212 | |
| 7 | NVS |
Novartis AG
This page
|
1,709 | $267,834 |
All Filings in NVS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,834 | 1,709 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $28,850 | 271 | Shares | Other | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||