Position in NVS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$177,563
-$14,596 QoQ
Shares Held
1,133
-9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,329
of 1,603 holders
Holding Since
Mar 2020
6 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, 2026Strategic Wealth Partners, Ltd. holds $59,561,760 across 15 Drug Manufacturers - General names. NVS ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
15,389 | $18,458,029 | |
| 2 | AZN |
Astrazeneca PLC
|
88,890 | $16,855,321 | |
| 3 | ABBV |
AbbVie Inc.
|
63,589 | $16,001,535 | |
| 4 | AMGN |
Amgen Inc
|
12,495 | $4,524,689 | |
| 5 | MRK |
Merck & Co., Inc.
|
12,974 | $1,667,159 | |
| 6 | JNJ |
Johnson & Johnson
|
5,276 | $1,339,945 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
4,957 | $285,622 | |
| 8 | NVS |
Novartis AG
This page
|
1,133 | $177,563 |
All Filings in NVS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,563 | 1,133 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $192,159 | 1,258 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $173,440 | 1,258 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $148,117 | 1,155 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $170,382 | 1,408 | Shares | Sole | 2025-08-11 | |
| 2020-03-31 | $1,071,767 | 12,999 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||