Position in NVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,731
+$12,898 QoQ
Shares Held
94
+683.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,514
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, 2026Plante Moran Financial Advisors, LLC holds $5,321,402 across 15 Drug Manufacturers - General names. NVS ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
8,905 | $2,261,602 | |
| 2 | LLY |
ELI LILLY & Co
|
839 | $1,006,321 | |
| 3 | AMGN |
Amgen Inc
|
2,109 | $763,711 | |
| 4 | ABBV |
AbbVie Inc.
|
2,355 | $592,612 | |
| 5 | PFE |
Pfizer Inc
|
11,175 | $269,094 | |
| 6 | MRK |
Merck & Co., Inc.
|
1,290 | $165,765 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
1,848 | $106,481 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
677 | $85,532 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,731 | 94 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,833 | 12 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,654 | 12 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,538 | 12 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,452 | 12 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,337 | 12 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,167 | 12 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,255 | 37 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,277 | 12 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,772 | 39 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,211 | 12 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,222 | 12 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,210 | 12 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,104 | 12 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $16,148 | 178 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $27,971 | 368 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $47,843 | 566 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $44,050 | 502 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $55,893 | 639 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $81,780 | 1,000 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $45,802 | 502 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $33,508 | 392 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $36,922 | 391 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $33,044 | 380 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $33,189 | 380 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $33,804 | 410 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||