Position in NVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$854,750
-$67,096 QoQ
Shares Held
5,454
-9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#672
of 1,603 holders
Holding Since
Mar 2020
25 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, 2026Wealthspire Advisors, LLC holds $100,760,753 across 13 Drug Manufacturers - General names. NVS ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
27,830 | $33,380,139 | |
| 2 | JNJ |
Johnson & Johnson
|
101,693 | $25,826,971 | |
| 3 | ABBV |
AbbVie Inc.
|
67,367 | $16,952,231 | |
| 4 | MRK |
Merck & Co., Inc.
|
75,165 | $9,658,702 | |
| 5 | AMGN |
Amgen Inc
|
13,416 | $4,858,201 | |
| 6 | PFE |
Pfizer Inc
|
141,769 | $3,413,797 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
40,673 | $2,343,578 | |
| 8 | AZN |
Astrazeneca PLC
|
6,632 | $1,257,559 |
All Filings in NVS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $854,750 | 5,454 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $921,846 | 6,035 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $862,514 | 6,256 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $453,328 | 3,535 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $550,837 | 4,552 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $460,300 | 4,129 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $273,441 | 2,810 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $373,815 | 3,250 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $331,942 | 3,118 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $304,215 | 3,145 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $326,335 | 3,232 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $326,155 | 3,202 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $245,816 | 2,436 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $258,612 | 2,811 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $471,108 | 5,193 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $286,861 | 3,774 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $265,931 | 3,146 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $223,762 | 2,550 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $441,548 | 5,048 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $707,397 | 8,650 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $425,861 | 4,982 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $492,263 | 5,213 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $241,574 | 2,778 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $246,997 | 2,828 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,320,849 | 16,020 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||