Position in NVS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$585,505
+$14,831 QoQ
Shares Held
3,736
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#823
of 1,603 holders
Holding Since
Dec 2025
3 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, 2026Aspen Investment Management Inc holds $18,932,992 across 9 Drug Manufacturers - General names. NVS ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
18,458 | $4,687,778 | |
| 2 | LLY |
ELI LILLY & Co
|
3,349 | $4,016,891 | |
| 3 | ABBV |
AbbVie Inc.
|
13,782 | $3,468,102 | |
| 4 | AMGN |
Amgen Inc
|
7,645 | $2,768,407 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
25,285 | $1,456,921 | |
| 6 | PFE |
Pfizer Inc
|
38,006 | $915,184 | |
| 7 | MRK |
Merck & Co., Inc.
|
6,310 | $810,835 | |
| 8 | NVS |
Novartis AG
This page
|
3,736 | $585,505 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,505 | 3,736 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $570,674 | 3,736 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $522,527 | 3,790 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||