MJT & Associates Financial Advisory Group, Inc.
Position in NVS — Novartis AG
CIK 2065777
MONTEVICEO, MN
Position in NVS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$23,194
+$587 QoQ
Shares Held
148
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,490
of 1,603 holders
Holding Since
Mar 2025
6 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, 2026MJT & Associates Financial Advisory Group, Inc. holds $738,071 across 12 Drug Manufacturers - General names. NVS ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
1,847 | $469,082 | |
| 2 | BMY |
Bristol Myers Squibb Co
|
1,700 | $97,954 | |
| 3 | MRK |
Merck & Co., Inc.
|
596 | $76,586 | |
| 4 | ABBV |
AbbVie Inc.
|
98 | $24,660 | |
| 5 | NVS |
Novartis AG
This page
|
148 | $23,194 | |
| 6 | AZN |
Astrazeneca PLC
|
66 | $12,514 | |
| 7 | NVO |
Novo Nordisk A S
|
224 | $10,738 | |
| 8 | LLY |
ELI LILLY & Co
|
8 | $9,595 |
All Filings in NVS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,194 | 148 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $22,607 | 148 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $20,404 | 148 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $21,159 | 165 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $19,966 | 165 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $18,394 | 165 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||