Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$523,758
+$13,268 QoQ
Shares Held
3,342
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#862
of 1,603 holders
Holding Since
Dec 2024
7 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, 2026Michels Family Financial, LLC holds $2,462,394 across 4 Drug Manufacturers - General names. NVS ranks #4 (21.3% of the industry book) .
All Filings in NVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,758 | 3,342 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $510,490 | 3,342 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $460,761 | 3,342 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $433,194 | 3,378 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $421,356 | 3,482 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $388,173 | 3,482 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $338,833 | 3,482 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||