Position in NVS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$624,372
+$84,554 QoQ
Shares Held
3,984
+12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#795
of 1,603 holders
Holding Since
Sep 2024
6 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, 2026SYM FINANCIAL Corp holds $16,389,932 across 11 Drug Manufacturers - General names. NVS ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,406 | $8,882,979 | |
| 2 | JNJ |
Johnson & Johnson
|
8,776 | $2,228,840 | |
| 3 | MRK |
Merck & Co., Inc.
|
8,324 | $1,069,634 | |
| 4 | ABBV |
AbbVie Inc.
|
4,148 | $1,043,802 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
14,012 | $807,371 | |
| 6 | NVS |
Novartis AG
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|
3,984 | $624,372 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
3,465 | $437,768 | |
| 8 | PFE |
Pfizer Inc
|
16,120 | $388,169 |
All Filings in NVS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,372 | 3,984 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $539,818 | 3,534 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $412,231 | 2,990 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $364,329 | 2,841 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $411,070 | 3,397 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $211,061 | 1,835 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||