Position in NVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$791,906
+$35,030 QoQ
Shares Held
5,053
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#703
of 1,603 holders
Holding Since
Dec 2022
7 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, 2026One Wealth Advisors, LLC holds $6,025,804 across 9 Drug Manufacturers - General names. NVS ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GILD |
Gilead Sciences, Inc.
|
8,621 | $1,089,177 | |
| 2 | JNJ |
Johnson & Johnson
|
4,046 | $1,027,562 | |
| 3 | NVS |
Novartis AG
This page
|
5,053 | $791,906 | |
| 4 | LLY |
ELI LILLY & Co
|
654 | $784,427 | |
| 5 | AZN |
Astrazeneca PLC
|
3,637 | $689,647 | |
| 6 | ABBV |
AbbVie Inc.
|
2,596 | $653,257 | |
| 7 | BIIB |
Biogen Inc.
|
1,599 | $345,479 | |
| 8 | PFE |
Pfizer Inc
|
13,732 | $330,666 |
All Filings in NVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,906 | 5,053 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $756,876 | 4,955 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $675,011 | 4,896 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $627,350 | 4,892 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $287,519 | 2,376 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $242,580 | 2,176 | Shares | Sole | 2025-05-06 | |
| 2022-12-31 | $31,752 | 350 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||