Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$210,004
+$6,389 QoQ
Shares Held
1,340
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,295
of 1,603 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Warren Street Wealth Advisors, LLC holds $18,220,871 across 7 Drug Manufacturers - General names. NVS ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
29,570 | $7,509,892 | |
| 2 | AMGN |
Amgen Inc
|
20,698 | $7,495,159 | |
| 3 | LLY |
ELI LILLY & Co
|
1,197 | $1,435,717 | |
| 4 | ABBV |
AbbVie Inc.
|
3,541 | $891,057 | |
| 5 | MRK |
Merck & Co., Inc.
|
3,201 | $411,328 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
2,119 | $267,714 | |
| 7 | NVS |
Novartis AG
This page
|
1,340 | $210,004 |
All Filings in NVS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,004 | 1,340 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $203,615 | 1,333 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||