Position in NVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$475,488
+$387,810 QoQ
Shares Held
3,034
+428.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#910
of 1,603 holders
Holding Since
Mar 2020
20 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, 2026Sound Income Strategies, LLC holds $77,276,482 across 11 Drug Manufacturers - General names. NVS ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
96,903 | $24,384,670 | |
| 2 | PFE |
Pfizer Inc
|
805,732 | $19,402,026 | |
| 3 | GSK |
GSK plc
|
339,055 | $17,773,263 | |
| 4 | LLY |
ELI LILLY & Co
|
5,822 | $6,983,082 | |
| 5 | SNY |
Sanofi
|
90,957 | $3,880,225 | |
| 6 | JNJ |
Johnson & Johnson
|
9,354 | $2,375,635 | |
| 7 | AMGN |
Amgen Inc
|
2,246 | $813,321 | |
| 8 | MRK |
Merck & Co., Inc.
|
4,917 | $631,834 |
All Filings in NVS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,488 | 3,034 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $87,678 | 574 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $72,933 | 529 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $18,723 | 146 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $21,660 | 179 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,911 | 62 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $213,692 | 2,196 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,450 | 30 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $18,843 | 177 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $17,121 | 177 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $14,236 | 141 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,055 | 30 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,027 | 30 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,036 | 33 | Shares | Sole | 2023-04-10 | |
| 2022-09-30 | $760 | 10 | Shares | Sole | 2022-10-18 | |
| 2021-03-31 | $12,480 | 146 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $12,842 | 136 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $11,826 | 136 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $11,878 | 136 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $4,122 | 50 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||