Position in NVS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$23,610,808
+$1,035,275 QoQ
Shares Held
150,656
+1.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#108
of 1,603 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,542,735,587 across 15 Drug Manufacturers - General names. NVS ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
1,833,813 | $465,733,487 | |
| 2 | LLY |
ELI LILLY & Co
|
183,702 | $220,337,708 | |
| 3 | MRK |
Merck & Co., Inc.
|
1,625,531 | $208,880,733 | |
| 4 | AMGN |
Amgen Inc
|
464,220 | $168,103,346 | |
| 5 | ABBV |
AbbVie Inc.
|
576,543 | $145,081,280 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
1,764,695 | $101,681,725 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
603,836 | $76,288,640 | |
| 8 | PFE |
Pfizer Inc
|
3,158,575 | $76,058,486 |
All Filings in NVS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,610,808 | 150,656 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $22,575,533 | 147,794 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $25,699,795 | 186,406 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $23,107,309 | 180,188 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $17,731,958 | 146,533 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $15,691,144 | 140,753 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $14,191,301 | 145,836 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $11,780,118 | 102,418 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $11,270,600 | 105,867 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $10,780,848 | 111,453 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $10,698,983 | 105,962 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $9,299,512 | 91,297 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $232,944 | 2,532 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||