Position in NVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$566,072
-$52,718 QoQ
Shares Held
3,612
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#835
of 1,603 holders
Holding Since
Sep 2025
4 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, 2026TRED AVON FAMILY WEALTH, LLC holds $19,035,397 across 10 Drug Manufacturers - General names. NVS ranks #9 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
25,826 | $6,559,029 | |
| 2 | LLY |
ELI LILLY & Co
|
3,283 | $3,937,729 | |
| 3 | ABBV |
AbbVie Inc.
|
10,584 | $2,663,357 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
22,926 | $1,320,996 | |
| 5 | PFE |
Pfizer Inc
|
47,994 | $1,155,695 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
7,159 | $904,468 | |
| 7 | GSK |
GSK plc
|
16,632 | $871,849 | |
| 8 | MRK |
Merck & Co., Inc.
|
4,618 | $593,413 |
All Filings in NVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,072 | 3,612 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $618,790 | 4,051 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $577,399 | 4,188 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $449,865 | 3,508 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||