Position in NVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$833,593
+$21,116 QoQ
Shares Held
5,319
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#687
of 1,603 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Ariadne Wealth Management, LP holds $6,625,306 across 8 Drug Manufacturers - General names. NVS ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
5,565 | $1,400,376 | |
| 2 | LLY |
ELI LILLY & Co
|
1,003 | $1,203,028 | |
| 3 | NVS |
Novartis AG
This page
|
5,319 | $833,593 | |
| 4 | JNJ |
Johnson & Johnson
|
3,215 | $816,513 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
12,726 | $733,272 | |
| 6 | MRK |
Merck & Co., Inc.
|
5,696 | $731,936 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
5,307 | $670,486 | |
| 8 | AMGN |
Amgen Inc
|
652 | $236,102 |
All Filings in NVS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $833,593 | 5,319 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $812,477 | 5,319 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $733,330 | 5,319 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $729,685 | 5,690 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $654,422 | 5,408 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $614,477 | 5,512 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $593,007 | 6,094 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $617,312 | 5,367 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||