Position in NVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$802,406
+$20,326 QoQ
Shares Held
5,120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#696
of 1,602 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $15,714,112 across 10 Drug Manufacturers - General names. NVS ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
32,538 | $8,263,675 | |
| 2 | ABBV |
AbbVie Inc.
|
20,810 | $5,236,628 | |
| 3 | LLY |
ELI LILLY & Co
|
705 | $845,598 | |
| 4 | NVS |
Novartis AG
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|
5,120 | $802,406 | |
| 5 | PFE |
Pfizer Inc
|
12,734 | $306,634 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
3,000 | $172,860 | |
| 7 | MRK |
Merck & Co., Inc.
|
400 | $51,400 | |
| 8 | AMGN |
Amgen Inc
|
50 | $18,106 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,406 | 5,120 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $782,080 | 5,120 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $760,490 | 5,516 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $630,427 | 4,916 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $601,782 | 4,973 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $548,035 | 4,916 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $478,375 | 4,916 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $565,438 | 4,916 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $523,357 | 4,916 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $475,524 | 4,916 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $506,465 | 5,016 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $510,929 | 5,016 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $506,164 | 5,016 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $461,472 | 5,016 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $455,051 | 5,016 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $381,266 | 5,016 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $424,002 | 5,016 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $440,154 | 5,016 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $473,737 | 5,416 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $442,920 | 5,416 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $526,089 | 5,766 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $499,716 | 5,846 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $603,974 | 6,396 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $573,588 | 6,596 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $626,315 | 7,171 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $650,530 | 7,890 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||