Position in NVS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$459,032
+$151,394 QoQ
Shares Held
2,929
+45.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#928
of 1,603 holders
Holding Since
Sep 2025
4 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, 2026BIP Wealth, LLC holds $16,975,525 across 10 Drug Manufacturers - General names. NVS ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,598 | $4,315,549 | |
| 2 | JNJ |
Johnson & Johnson
|
15,685 | $3,983,519 | |
| 3 | AMGN |
Amgen Inc
|
9,380 | $3,396,685 | |
| 4 | ABBV |
AbbVie Inc.
|
9,049 | $2,277,090 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,615 | $850,027 | |
| 6 | PFE |
Pfizer Inc
|
25,514 | $614,377 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,520 | $571,056 | |
| 8 | NVS |
Novartis AG
This page
|
2,929 | $459,032 |
All Filings in NVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,032 | 2,929 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $307,638 | 2,014 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $300,556 | 2,180 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $283,923 | 2,214 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||