Position in NVS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$383,964
+$9,727 QoQ
Shares Held
2,450
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,006
of 1,603 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026SHEETS SMITH WEALTH MANAGEMENT holds $34,544,473 across 9 Drug Manufacturers - General names. NVS ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
14,264 | $17,108,670 | |
| 2 | AMGN |
Amgen Inc
|
17,231 | $6,239,689 | |
| 3 | ABBV |
AbbVie Inc.
|
14,811 | $3,727,040 | |
| 4 | JNJ |
Johnson & Johnson
|
11,131 | $2,826,940 | |
| 5 | MRK |
Merck & Co., Inc.
|
21,343 | $2,742,575 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
7,247 | $915,585 | |
| 7 | NVS |
Novartis AG
This page
|
2,450 | $383,964 | |
| 8 | PFE |
Pfizer Inc
|
14,609 | $351,784 |
All Filings in NVS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,964 | 2,450 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $374,237 | 2,450 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $337,781 | 2,450 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $314,188 | 2,450 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $296,474 | 2,450 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $273,126 | 2,450 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $238,409 | 2,450 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $281,799 | 2,450 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $260,827 | 2,450 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $253,916 | 2,625 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $247,376 | 2,450 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $249,557 | 2,450 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $247,229 | 2,450 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $225,400 | 2,450 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $222,264 | 2,450 | Shares | Sole | 2023-03-08 | |
| 2022-06-30 | $207,098 | 2,450 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $214,987 | 2,450 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $214,301 | 2,450 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $200,361 | 2,450 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $223,538 | 2,450 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $216,264 | 2,530 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $260,626 | 2,760 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $244,357 | 2,810 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $245,425 | 2,810 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $231,684 | 2,810 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||