Position in NVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,008,963
+$147,453 QoQ
Shares Held
6,438
+14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#614
of 1,602 holders
Holding Since
Mar 2020
25 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, 2026Pinnacle Wealth Planning Services, Inc. holds $20,087,289 across 16 Drug Manufacturers - General names. NVS ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,225 | $5,067,592 | |
| 2 | ABBV |
AbbVie Inc.
|
13,739 | $3,457,281 | |
| 3 | JNJ |
Johnson & Johnson
|
12,008 | $3,049,671 | |
| 4 | AZN |
Astrazeneca PLC
|
10,147 | $1,924,074 | |
| 5 | MRK |
Merck & Co., Inc.
|
12,662 | $1,627,067 | |
| 6 | NVS |
Novartis AG
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|
6,438 | $1,008,963 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,465 | $943,128 | |
| 8 | NVO |
Novo Nordisk A S
|
18,951 | $908,510 |
All Filings in NVS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,008,963 | 6,438 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $861,510 | 5,640 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $592,289 | 4,296 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $557,844 | 4,350 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $458,385 | 3,788 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $243,472 | 2,184 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $444,322 | 3,863 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $574,564 | 5,397 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $532,885 | 5,509 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $541,401 | 5,362 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $512,355 | 5,030 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $481,643 | 4,773 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $376,464 | 4,092 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $363,696 | 4,009 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $524,924 | 6,906 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $787,819 | 9,320 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $867,145 | 9,882 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $686,638 | 7,850 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $746,814 | 9,132 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $801,178 | 8,781 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $711,791 | 8,327 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $656,571 | 6,953 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $487,235 | 5,603 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $482,203 | 5,521 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $517,043 | 6,271 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||