Position in NVS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,581,648
+$153,229 QoQ
Shares Held
16,473
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#384
of 1,603 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, 2026Ascent Wealth Partners, LLC holds $36,435,678 across 7 Drug Manufacturers - General names. NVS ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
64,219 | $16,160,069 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
58,756 | $7,423,233 | |
| 3 | AMGN |
Amgen Inc
|
14,199 | $5,141,741 | |
| 4 | NVS |
Novartis AG
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|
16,473 | $2,581,648 | |
| 5 | MRK |
Merck & Co., Inc.
|
17,254 | $2,217,139 | |
| 6 | PFE |
Pfizer Inc
|
89,916 | $2,165,177 | |
| 7 | JNJ |
Johnson & Johnson
|
2,940 | $746,671 |
All Filings in NVS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,581,648 | 16,473 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,428,419 | 15,898 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,158,492 | 15,656 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,005,288 | 15,637 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,936,765 | 16,005 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,799,398 | 16,141 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,576,713 | 16,203 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,844,230 | 16,034 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,712,622 | 16,087 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,567,993 | 16,210 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,612,591 | 15,971 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,610,814 | 15,814 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,486,807 | 14,734 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,275,764 | 13,867 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,209,025 | 13,327 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $921,697 | 12,126 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,032,618 | 12,216 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $818,532 | 9,328 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $693,724 | 7,931 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $633,549 | 7,747 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $528,462 | 5,792 | Shares | Sole | 2021-07-30 | |
| No filing history on record for this holder in this stock. | ||||||