Position in NVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$40,590
+$1,028 QoQ
Shares Held
259
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,446
of 1,603 holders
Holding Since
Sep 2020
5 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, 2026Measured Wealth Private Client Group, LLC holds $4,128,271 across 12 Drug Manufacturers - General names. NVS ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
|
27,186 | $1,566,457 | |
| 2 | JNJ |
Johnson & Johnson
|
3,534 | $897,529 | |
| 3 | ABBV |
AbbVie Inc.
|
1,861 | $468,302 | |
| 4 | MRK |
Merck & Co., Inc.
|
2,518 | $323,563 | |
| 5 | AMGN |
Amgen Inc
|
879 | $318,303 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
2,072 | $261,776 | |
| 7 | LLY |
ELI LILLY & Co
|
121 | $145,131 | |
| 8 | PFE |
Pfizer Inc
|
2,283 | $54,974 |
All Filings in NVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,590 | 259 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $39,562 | 259 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $35,708 | 259 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $33,214 | 259 | Shares | Sole | 2025-11-14 | |
| 2020-09-30 | $241,574 | 2,778 | Shares | Sole | 2020-10-15 | |
| No filing history on record for this holder in this stock. | ||||||