Position in NVS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$657,126
+$80,342 QoQ
Shares Held
4,193
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#771
of 1,603 holders
Holding Since
Mar 2020
24 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, 2026ALTFEST L J & CO INC holds $37,645,467 across 10 Drug Manufacturers - General names. NVS ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
15,312 | $18,365,673 | |
| 2 | ABBV |
AbbVie Inc.
|
25,963 | $6,533,329 | |
| 3 | JNJ |
Johnson & Johnson
|
13,727 | $3,486,246 | |
| 4 | MRK |
Merck & Co., Inc.
|
18,355 | $2,358,617 | |
| 5 | AZN |
Astrazeneca PLC
|
10,599 | $2,009,782 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
28,858 | $1,662,797 | |
| 7 | AMGN |
Amgen Inc
|
4,072 | $1,474,552 | |
| 8 | PFE |
Pfizer Inc
|
36,216 | $872,081 |
All Filings in NVS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $657,126 | 4,193 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $576,784 | 3,776 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $518,115 | 3,758 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $481,925 | 3,758 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $462,379 | 3,821 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $392,186 | 3,518 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $316,062 | 3,248 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $422,928 | 3,677 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $470,233 | 4,417 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $432,576 | 4,472 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $452,244 | 4,479 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $460,509 | 4,521 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $493,752 | 4,893 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $475,916 | 5,173 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $505,491 | 5,572 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $431,204 | 5,673 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $479,538 | 5,673 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $265,707 | 3,028 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $734,922 | 8,402 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $583,827 | 7,139 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $606,472 | 6,647 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $519,461 | 6,077 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $530,602 | 5,619 | Shares | Sole | 2021-01-21 | |
| 2020-03-31 | $329,057 | 3,991 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||