Position in NVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,085,816
+$1,466,055 QoQ
Shares Held
19,690
+85.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#345
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, 2026MISSION WEALTH MANAGEMENT, LP holds $105,799,986 across 14 Drug Manufacturers - General names. NVS ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
25,625 | $30,735,396 | |
| 2 | JNJ |
Johnson & Johnson
|
96,816 | $24,588,359 | |
| 3 | ABBV |
AbbVie Inc.
|
69,052 | $17,376,245 | |
| 4 | MRK |
Merck & Co., Inc.
|
72,281 | $9,288,108 | |
| 5 | AMGN |
Amgen Inc
|
25,436 | $9,210,884 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
59,419 | $3,423,722 | |
| 7 | NVS |
Novartis AG
This page
|
19,690 | $3,085,816 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
16,879 | $2,132,492 |
All Filings in NVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,085,816 | 19,690 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,619,761 | 10,604 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,505,540 | 10,920 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,418,719 | 11,063 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,352,770 | 11,179 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,251,363 | 11,225 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,125,876 | 11,570 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,306,052 | 11,355 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,197,675 | 11,250 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $970,878 | 10,037 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $942,655 | 9,336 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $922,546 | 9,057 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $810,206 | 8,029 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $738,116 | 8,023 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $709,339 | 7,819 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $587,709 | 7,732 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $692,723 | 8,195 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $648,648 | 7,392 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $657,774 | 7,520 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $604,517 | 7,392 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $711,945 | 7,803 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $717,861 | 8,398 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $753,740 | 7,982 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $827,337 | 9,514 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $817,764 | 9,363 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $754,170 | 9,147 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||