Position in NVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,406,248
-$46,862 QoQ
Shares Held
8,973
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#523
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, 2026CRUX WEALTH ADVISORS holds $2,293,091 across 3 Drug Manufacturers - General names. NVS ranks #1 (61.3% of the industry book) .
All Filings in NVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,406,248 | 8,973 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,453,110 | 9,513 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,479,207 | 10,729 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,381,786 | 10,775 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,227,767 | 10,146 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $772,333 | 6,928 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $402,084 | 4,132 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||