Position in NVS
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$592,715
+$23,569 QoQ
Shares Held
3,782
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#819
of 1,603 holders
Holding Since
Dec 2024
7 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, 2026Roxbury Financial LLC holds $4,813,828 across 10 Drug Manufacturers - General names. NVS ranks #5 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
4,762 | $1,209,405 | |
| 2 | ABBV |
AbbVie Inc.
|
3,915 | $985,170 | |
| 3 | MRK |
Merck & Co., Inc.
|
5,883 | $755,965 | |
| 4 | AMGN |
Amgen Inc
|
1,948 | $705,409 | |
| 5 | NVS |
Novartis AG
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|
3,782 | $592,715 | |
| 6 | LLY |
ELI LILLY & Co
|
268 | $321,447 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
948 | $119,770 | |
| 8 | PFE |
Pfizer Inc
|
2,781 | $66,966 |
All Filings in NVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,715 | 3,782 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $569,146 | 3,726 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $512,462 | 3,717 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $476,668 | 3,717 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $449,915 | 3,718 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $416,712 | 3,738 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $366,761 | 3,769 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||