Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$392,270
+$6,271 QoQ
Shares Held
2,503
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#999
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, 2026Flatrock Wealth Partners LLC holds $3,820,820 across 7 Drug Manufacturers - General names. NVS ranks #5 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
816 | $978,734 | |
| 2 | JNJ |
Johnson & Johnson
|
3,126 | $793,910 | |
| 3 | MRK |
Merck & Co., Inc.
|
4,437 | $570,154 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
9,150 | $527,223 | |
| 5 | NVS |
Novartis AG
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|
2,503 | $392,270 | |
| 6 | NVO |
Novo Nordisk A S
|
6,706 | $321,485 | |
| 7 | ABBV |
AbbVie Inc.
|
942 | $237,044 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,270 | 2,503 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $385,999 | 2,527 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $339,298 | 2,461 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||