Position in NVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$509,496
+$20,696 QoQ
Shares Held
3,251
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#881
of 1,603 holders
Holding Since
Mar 2020
16 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, 2026King Wealth Management Group holds $17,091,631 across 9 Drug Manufacturers - General names. NVS ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,913 | $9,491,090 | |
| 2 | JNJ |
Johnson & Johnson
|
15,202 | $3,860,851 | |
| 3 | MRK |
Merck & Co., Inc.
|
7,948 | $1,021,318 | |
| 4 | ABBV |
AbbVie Inc.
|
2,709 | $681,692 | |
| 5 | NVS |
Novartis AG
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|
3,251 | $509,496 | |
| 6 | PFE |
Pfizer Inc
|
19,427 | $467,802 | |
| 7 | AMGN |
Amgen Inc
|
1,179 | $426,939 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
6,843 | $394,293 |
All Filings in NVS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,496 | 3,251 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $488,800 | 3,200 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $441,184 | 3,200 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $417,805 | 3,258 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $394,250 | 3,258 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $374,349 | 3,358 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $335,719 | 3,450 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $396,819 | 3,450 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $377,933 | 3,550 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $333,718 | 3,450 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $348,346 | 3,450 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $351,417 | 3,450 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $312,821 | 3,100 | Shares | Sole | 2023-08-10 | |
| 2020-09-30 | $656,548 | 7,550 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,218,393 | 13,950 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $655,477 | 7,950 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||