Position in NVS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$535,198
+$14,321 QoQ
Shares Held
3,415
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#856
of 1,603 holders
Holding Since
Mar 2020
26 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, 2026Heck Capital Advisors, LLC holds $1,260,790 across 2 Drug Manufacturers - General names. NVS ranks #2 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
2,857 | $725,592 | |
| 2 | NVS |
Novartis AG
This page
|
3,415 | $535,198 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,198 | 3,415 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $520,877 | 3,410 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $473,721 | 3,436 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $436,785 | 3,406 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $405,383 | 3,350 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $346,256 | 3,106 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $301,855 | 3,102 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $357,252 | 3,106 | Shares | Sole | 2025-05-19 | |
| 2024-06-30 | $678,788 | 6,376 | Shares | Sole | 2025-05-19 | |
| 2024-03-31 | $307,407 | 3,178 | Shares | Sole | 2025-05-19 | |
| 2023-12-31 | $324,921 | 3,218 | Shares | Sole | 2025-05-19 | |
| 2023-09-30 | $357,121 | 3,506 | Shares | Sole | 2025-05-19 | |
| 2023-06-30 | $358,331 | 3,551 | Shares | Sole | 2025-05-19 | |
| 2023-03-31 | $334,604 | 3,637 | Shares | Sole | 2025-05-19 | |
| 2022-12-31 | $318,245 | 3,508 | Shares | Sole | 2025-05-19 | |
| 2022-09-30 | $262,690 | 3,456 | Shares | Sole | 2025-05-20 | |
| 2022-06-30 | $286,979 | 3,395 | Shares | Sole | 2025-05-19 | |
| 2022-03-31 | $334,327 | 3,810 | Shares | Sole | 2025-05-19 | |
| 2021-12-31 | $336,672 | 3,849 | Shares | Sole | 2025-05-19 | |
| 2021-09-30 | $337,342 | 4,125 | Shares | Sole | 2025-05-19 | |
| 2021-06-30 | $382,478 | 4,192 | Shares | Sole | 2025-05-19 | |
| 2021-03-31 | $325,678 | 3,810 | Shares | Sole | 2025-05-19 | |
| 2020-12-31 | $400,005 | 4,236 | Shares | Sole | 2025-05-19 | |
| 2020-09-30 | $368,971 | 4,243 | Shares | Sole | 2025-05-19 | |
| 2020-06-30 | $342,198 | 3,918 | Shares | Sole | 2025-05-19 | |
| 2020-03-31 | $246,937 | 2,995 | Shares | Sole | 2025-05-19 | |
| No filing history on record for this holder in this stock. | ||||||