Position in NVS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,337,852
-$243,883 QoQ
Shares Held
27,679
-7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#292
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $27,785,455 across 7 Drug Manufacturers - General names. NVS ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
64,436 | $16,364,810 | |
| 2 | NVS |
Novartis AG
This page
|
27,679 | $4,337,852 | |
| 3 | MRK |
Merck & Co., Inc.
|
15,669 | $2,013,466 | |
| 4 | LLY |
ELI LILLY & Co
|
1,561 | $1,872,310 | |
| 5 | ABBV |
AbbVie Inc.
|
6,976 | $1,755,440 | |
| 6 | AMGN |
Amgen Inc
|
2,413 | $873,795 | |
| 7 | PFE |
Pfizer Inc
|
23,579 | $567,782 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,337,852 | 27,679 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,581,735 | 29,995 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,451,546 | 32,288 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,340,924 | 33,850 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,555,300 | 37,644 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,617,501 | 41,420 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,697,932 | 48,278 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,303,671 | 54,805 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,063,024 | 47,558 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,746,928 | 49,074 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $5,099,691 | 50,507 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $5,346,529 | 52,489 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,263,061 | 52,156 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,851,620 | 52,735 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,763,525 | 52,508 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $122,680 | 1,614 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $136,431 | 1,614 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $145,577 | 1,659 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $147,736 | 1,689 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $178,689 | 2,185 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $192,425 | 2,109 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $186,260 | 2,179 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $185,271 | 1,962 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $170,615 | 1,962 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $165,683 | 1,897 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $156,407 | 1,897 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||