Position in NVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$747,867
+$18,944 QoQ
Shares Held
4,772
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#724
of 1,603 holders
Holding Since
Jun 2020
24 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, 2026Principle Wealth Partners LLC holds $78,818,305 across 10 Drug Manufacturers - General names. NVS ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
112,674 | $28,615,815 | |
| 2 | LLY |
ELI LILLY & Co
|
11,921 | $14,298,406 | |
| 3 | AMGN |
Amgen Inc
|
31,526 | $11,416,195 | |
| 4 | MRK |
Merck & Co., Inc.
|
79,812 | $10,255,842 | |
| 5 | ABBV |
AbbVie Inc.
|
32,482 | $8,173,770 | |
| 6 | PFE |
Pfizer Inc
|
160,668 | $3,868,885 | |
| 7 | NVS |
Novartis AG
This page
|
4,772 | $747,867 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
11,000 | $633,820 |
All Filings in NVS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $747,867 | 4,772 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $728,923 | 4,772 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $661,776 | 4,800 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $618,373 | 4,822 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $586,535 | 4,847 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $473,455 | 4,247 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $413,275 | 4,247 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $488,489 | 4,247 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $452,135 | 4,247 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $410,812 | 4,247 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $428,819 | 4,247 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $432,599 | 4,247 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $428,564 | 4,247 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $501,124 | 5,447 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $494,151 | 5,447 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $404,525 | 5,322 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $449,868 | 5,322 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $531,063 | 6,052 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $529,368 | 6,052 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $494,932 | 6,052 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $620,979 | 6,806 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $684,352 | 8,006 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $406,426 | 4,304 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $45,504 | 521 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||