Position in NVS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$513,728
+$18,818 QoQ
Shares Held
3,278
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#876
of 1,603 holders
Holding Since
Mar 2020
24 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, 2026Elmwood Wealth Management, Inc. holds $4,831,021 across 7 Drug Manufacturers - General names. NVS ranks #5 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
6,020 | $1,528,899 | |
| 2 | LLY |
ELI LILLY & Co
|
879 | $1,054,299 | |
| 3 | ABBV |
AbbVie Inc.
|
2,376 | $597,896 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,314 | $554,349 | |
| 5 | NVS |
Novartis AG
This page
|
3,278 | $513,728 | |
| 6 | PFE |
Pfizer Inc
|
12,723 | $306,369 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
4,781 | $275,481 |
All Filings in NVS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,728 | 3,278 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $494,910 | 3,240 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $460,485 | 3,340 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $428,321 | 3,340 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $308,938 | 2,553 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $295,533 | 2,651 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $262,931 | 2,702 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $305,838 | 2,659 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $283,077 | 2,659 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $766,488 | 7,924 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $475,366 | 4,708 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $821,399 | 8,064 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $822,315 | 8,149 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $796,260 | 8,655 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $817,115 | 9,007 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $689,182 | 9,067 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $840,819 | 9,947 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $889,521 | 10,137 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $886,683 | 10,137 | Shares | Sole | 2022-02-08 | |
| 2021-06-30 | $1,007,472 | 11,042 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $941,733 | 11,017 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $975,082 | 11,213 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $979,343 | 11,213 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $522,238 | 6,334 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||