Position in NVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,500
+$266 QoQ
Shares Held
67
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,535
of 1,603 holders
Holding Since
Mar 2022
18 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, 2026Mascoma Wealth Management LLC holds $2,908,907 across 12 Drug Manufacturers - General names. NVS ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,421 | $1,704,390 | |
| 2 | AMGN |
Amgen Inc
|
858 | $310,698 | |
| 3 | JNJ |
Johnson & Johnson
|
1,203 | $305,525 | |
| 4 | BIIB |
Biogen Inc.
|
927 | $200,287 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
1,018 | $128,614 | |
| 6 | ABBV |
AbbVie Inc.
|
417 | $104,933 | |
| 7 | MRK |
Merck & Co., Inc.
|
425 | $54,612 | |
| 8 | PFE |
Pfizer Inc
|
1,994 | $48,015 |
All Filings in NVS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,500 | 67 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,234 | 67 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,237 | 67 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,592 | 67 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $8,107 | 67 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,469 | 67 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,519 | 67 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,706 | 67 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $7,132 | 67 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,480 | 67 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $6,764 | 67 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,824 | 67 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,760 | 67 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,164 | 67 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $6,078 | 67 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $5,092 | 67 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $5,663 | 67 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $5,879 | 67 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||