Position in NVS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,926,245
+$48,795 QoQ
Shares Held
12,291
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#442
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, 2026Plancorp, LLC holds $29,476,537 across 10 Drug Manufacturers - General names. NVS ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
11,332 | $13,591,941 | |
| 2 | ABBV |
AbbVie Inc.
|
16,225 | $4,082,859 | |
| 3 | JNJ |
Johnson & Johnson
|
14,300 | $3,631,771 | |
| 4 | NVS |
Novartis AG
This page
|
12,291 | $1,926,245 | |
| 5 | PFE |
Pfizer Inc
|
69,231 | $1,667,082 | |
| 6 | MRK |
Merck & Co., Inc.
|
12,133 | $1,559,090 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
16,457 | $948,252 | |
| 8 | AMGN |
Amgen Inc
|
2,399 | $868,725 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,926,245 | 12,291 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,877,450 | 12,291 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,694,146 | 12,288 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,575,813 | 12,288 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,486,970 | 12,288 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $955,272 | 8,569 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $468,742 | 4,817 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $551,635 | 4,796 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $510,582 | 4,796 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $463,626 | 4,793 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $482,333 | 4,777 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $486,585 | 4,777 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $480,533 | 4,762 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $438,104 | 4,762 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $431,645 | 4,758 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $367,128 | 4,830 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $414,873 | 4,908 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $512,547 | 5,841 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $509,950 | 5,830 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $476,777 | 5,830 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $531,929 | 5,830 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $498,348 | 5,830 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $595,758 | 6,309 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $548,630 | 6,309 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $572,251 | 6,552 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $540,789 | 6,559 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||