Position in NVS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$339,612
-$1,587,023 QoQ
Shares Held
2,167
-82.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,064
of 1,603 holders
Holding Since
Mar 2020
26 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, 2026ADVISORS MANAGEMENT GROUP INC /ADV holds $7,828,853 across 8 Drug Manufacturers - General names. NVS ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
22,144 | $5,623,911 | |
| 2 | AZN |
Astrazeneca PLC
|
2,355 | $446,555 | |
| 3 | NVS |
Novartis AG
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|
2,167 | $339,612 | |
| 4 | MRK |
Merck & Co., Inc.
|
2,579 | $331,401 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
5,643 | $325,149 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
2,521 | $318,503 | |
| 7 | GSK |
GSK plc
|
4,634 | $242,914 | |
| 8 | ABBV |
AbbVie Inc.
|
798 | $200,808 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,612 | 2,167 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,926,635 | 12,613 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,974,022 | 14,318 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,071,460 | 16,153 | Shares | Sole | 2025-12-18 | |
| 2025-06-30 | $1,998,238 | 16,513 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,864,837 | 16,728 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,656,410 | 17,022 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,979,379 | 17,209 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,835,902 | 17,245 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,682,618 | 17,395 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,764,248 | 17,473 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,883,696 | 18,493 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,960,075 | 19,424 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,850,304 | 20,112 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,829,278 | 20,164 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,503,553 | 19,781 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,686,542 | 19,952 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,735,782 | 19,781 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,741,877 | 19,914 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,624,723 | 19,867 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,823,613 | 19,987 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,707,890 | 19,980 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,900,781 | 20,129 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,766,853 | 20,318 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,791,867 | 20,516 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,773,911 | 21,515 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||