Position in NVS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$322,999
+$13,222 QoQ
Shares Held
2,061
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,087
of 1,603 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $30,472,982 across 12 Drug Manufacturers - General names. NVS ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
44,833 | $5,761,040 | |
| 2 | AMGN |
Amgen Inc
|
15,157 | $5,488,652 | |
| 3 | AZN |
Astrazeneca PLC
|
20,498 | $3,886,830 | |
| 4 | JNJ |
Johnson & Johnson
|
12,751 | $3,238,371 | |
| 5 | OGN |
Organon & Co.
|
226,383 | $3,065,225 | |
| 6 | LLY |
ELI LILLY & Co
|
2,524 | $3,027,361 | |
| 7 | ABBV |
AbbVie Inc.
|
6,433 | $1,618,800 | |
| 8 | PFE |
Pfizer Inc
|
47,953 | $1,154,708 |
All Filings in NVS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,999 | 2,061 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $309,777 | 2,028 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $297,385 | 2,157 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $287,514 | 2,242 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $223,142 | 1,844 | Shares | Sole | 2025-07-31 | |
| 2020-12-31 | $330,221 | 3,497 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $404,016 | 4,646 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $397,484 | 4,551 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $386,772 | 4,691 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||