Position in NVS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$406,688
-$16,735 QoQ
Shares Held
2,595
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#986
of 1,602 holders
Holding Since
Jun 2021
21 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, 2026BSW Wealth Partners holds $16,171,442 across 12 Drug Manufacturers - General names. NVS ranks #11 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,390 | $4,066,068 | |
| 2 | ABBV |
AbbVie Inc.
|
10,424 | $2,623,095 | |
| 3 | MRK |
Merck & Co., Inc.
|
17,580 | $2,259,030 | |
| 4 | PFE |
Pfizer Inc
|
66,011 | $1,589,544 | |
| 5 | JNJ |
Johnson & Johnson
|
5,260 | $1,335,882 | |
| 6 | AMGN |
Amgen Inc
|
2,598 | $940,787 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
14,637 | $843,383 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
6,275 | $792,783 |
All Filings in NVS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,688 | 2,595 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $423,423 | 2,772 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $433,325 | 3,143 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $385,745 | 3,008 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $421,840 | 3,486 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $401,328 | 3,600 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $697,615 | 7,169 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $888,759 | 7,727 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $754,801 | 7,090 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $732,826 | 7,576 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $845,219 | 8,371 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $704,361 | 6,915 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $710,002 | 7,036 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $658,812 | 7,161 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $814,665 | 8,980 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $588,697 | 7,745 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $720,702 | 8,526 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $733,063 | 8,354 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $501,815 | 5,737 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $601,982 | 7,361 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $305,745 | 3,351 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||