Position in NVS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$847,855
+$21,478 QoQ
Shares Held
5,410
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#679
of 1,603 holders
Holding Since
Dec 2022
15 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, 2026MB, LEVIS & ASSOCIATES, LLC holds $6,723,211 across 10 Drug Manufacturers - General names. NVS ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
10,703 | $2,718,240 | |
| 2 | MRK |
Merck & Co., Inc.
|
11,732 | $1,507,562 | |
| 3 | AMGN |
Amgen Inc
|
2,928 | $1,060,287 | |
| 4 | NVS |
Novartis AG
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|
5,410 | $847,855 | |
| 5 | LLY |
ELI LILLY & Co
|
125 | $149,928 | |
| 6 | AZN |
Astrazeneca PLC
|
745 | $141,266 | |
| 7 | ABBV |
AbbVie Inc.
|
547 | $137,647 | |
| 8 | PFE |
Pfizer Inc
|
3,886 | $93,574 |
All Filings in NVS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,855 | 5,410 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $826,377 | 5,410 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $745,876 | 5,410 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $693,778 | 5,410 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $654,664 | 5,410 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $603,106 | 5,410 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $526,447 | 5,410 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $622,258 | 5,410 | Shares | Sole | 2025-05-07 | |
| 2024-06-30 | $575,948 | 5,410 | Shares | Sole | 2025-05-07 | |
| 2024-03-31 | $523,309 | 5,410 | Shares | Sole | 2025-05-07 | |
| 2023-12-31 | $546,247 | 5,410 | Shares | Sole | 2025-05-07 | |
| 2023-09-30 | $551,062 | 5,410 | Shares | Sole | 2025-05-07 | |
| 2023-06-30 | $545,923 | 5,410 | Shares | Sole | 2025-05-07 | |
| 2023-03-31 | $497,720 | 5,410 | Shares | Sole | 2025-05-07 | |
| 2022-12-31 | $490,795 | 5,410 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||