Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$306,074
+$56,023 QoQ
Shares Held
1,953
+19.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,120
of 1,603 holders
Holding Since
Sep 2020
10 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, 2026CAPITAL ADVISORS INC/OK holds $173,896,300 across 10 Drug Manufacturers - General names. NVS ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
447,129 | $112,515,541 | |
| 2 | PFE |
Pfizer Inc
|
1,770,761 | $42,639,924 | |
| 3 | LLY |
ELI LILLY & Co
|
6,287 | $7,540,817 | |
| 4 | JNJ |
Johnson & Johnson
|
22,507 | $5,716,102 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
24,641 | $1,419,814 | |
| 6 | MRK |
Merck & Co., Inc.
|
9,821 | $1,261,998 | |
| 7 | NVO |
Novo Nordisk A S
|
25,516 | $1,223,237 | |
| 8 | AMGN |
Amgen Inc
|
2,255 | $816,580 |
All Filings in NVS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,074 | 1,953 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $250,051 | 1,637 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $259,942 | 2,027 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $235,243 | 1,944 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $230,317 | 2,066 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $218,307 | 1,898 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $224,311 | 2,107 | Shares | Sole | 2024-07-31 | |
| 2023-09-30 | $234,379 | 2,301 | Shares | Sole | 2023-10-24 | |
| 2021-12-31 | $213,864 | 2,445 | Shares | Sole | 2022-01-27 | |
| 2020-09-30 | $270,184 | 3,107 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||