Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,717,494
+$43,507 QoQ
Shares Held
10,959
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#470
of 1,603 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $27,696,680 across 15 Drug Manufacturers - General names. NVS ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
14,478 | $17,365,348 | |
| 2 | ABBV |
AbbVie Inc.
|
7,722 | $1,943,164 | |
| 3 | NVS |
Novartis AG
This page
|
10,959 | $1,717,494 | |
| 4 | JNJ |
Johnson & Johnson
|
5,803 | $1,473,787 | |
| 5 | AZN |
Astrazeneca PLC
|
6,666 | $1,264,006 | |
| 6 | AMGN |
Amgen Inc
|
2,922 | $1,058,114 | |
| 7 | MRK |
Merck & Co., Inc.
|
8,064 | $1,036,224 | |
| 8 | NVO |
Novo Nordisk A S
|
10,958 | $525,326 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,717,494 | 10,959 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,673,987 | 10,959 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $1,510,917 | 10,959 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||