Position in NVS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$106,925
+$10,416 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Mar 31, 2026Evelyn Partners Investment Management LLP holds $374,837,460 across 12 Drug Manufacturers - General names. NVS ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZN |
Astrazeneca PLC
|
1,675,125 | $330,368,152 | |
| 2 | JNJ |
Johnson & Johnson
|
135,066 | $33,015,533 | |
| 3 | LLY |
ELI LILLY & Co
|
7,228 | $6,648,097 | |
| 4 | MRK |
Merck & Co., Inc.
|
13,690 | $1,646,770 | |
| 5 | PFE |
Pfizer Inc
|
55,712 | $1,564,392 | |
| 6 | ABBV |
AbbVie Inc.
|
4,210 | $915,632 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
5,339 | $323,810 | |
| 8 | NVS |
Novartis AG
This page
|
700 | $106,925 |
All Filings in NVS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $106,925 | 700 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $96,509 | 700 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $89,768 | 700 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $84,707 | 700 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $78,036 | 700 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $68,117 | 700 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||