Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,209,655
+$1,214,534 QoQ
Shares Held
26,861
+37.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#296
of 1,603 holders
Holding Since
Sep 2024
7 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, 2026EQUITABLE TRUST CO holds $57,380,169 across 10 Drug Manufacturers - General names. NVS ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
11,841 | $14,202,451 | |
| 2 | JNJ |
Johnson & Johnson
|
51,986 | $13,202,883 | |
| 3 | ABBV |
AbbVie Inc.
|
35,598 | $8,957,880 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
49,624 | $6,269,495 | |
| 5 | MRK |
Merck & Co., Inc.
|
47,528 | $6,107,348 | |
| 6 | NVS |
Novartis AG
This page
|
26,861 | $4,209,655 | |
| 7 | AMGN |
Amgen Inc
|
4,866 | $1,762,075 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
20,829 | $1,200,166 |
All Filings in NVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,209,655 | 26,861 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,995,121 | 19,608 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $302,073 | 2,191 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $255,325 | 1,991 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $240,930 | 1,991 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $221,956 | 1,991 | Shares | Sole | 2025-04-25 | |
| 2024-09-30 | $229,004 | 1,991 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||