Position in NVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$566,386
+$10,987 QoQ
Shares Held
3,614
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#833
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, 2026Institute for Wealth Management, LLC. holds $23,344,163 across 14 Drug Manufacturers - General names. NVS ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,669 | $6,799,569 | |
| 2 | ABBV |
AbbVie Inc.
|
18,395 | $4,628,917 | |
| 3 | AMGN |
Amgen Inc
|
11,683 | $4,230,647 | |
| 4 | JNJ |
Johnson & Johnson
|
10,495 | $2,665,415 | |
| 5 | MRK |
Merck & Co., Inc.
|
9,515 | $1,222,677 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
20,230 | $1,165,652 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,422 | $937,695 | |
| 8 | NVS |
Novartis AG
This page
|
3,614 | $566,386 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,386 | 3,614 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $555,399 | 3,636 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $500,605 | 3,631 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $474,231 | 3,698 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $447,494 | 3,698 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $412,253 | 3,698 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $359,949 | 3,699 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $429,254 | 3,732 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $392,730 | 3,689 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $360,899 | 3,731 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $401,355 | 3,975 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $406,115 | 3,987 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $437,343 | 4,334 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $413,908 | 4,499 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $422,755 | 4,660 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $376,097 | 4,948 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $412,168 | 4,876 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $428,483 | 4,883 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $427,028 | 4,882 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $407,182 | 4,979 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $459,758 | 5,039 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $435,948 | 5,100 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $499,723 | 5,292 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $455,583 | 5,239 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $458,185 | 5,246 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $428,327 | 5,195 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||