Position in NVS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,456,737
+$198,516 QoQ
Shares Held
47,580
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#208
of 1,603 holders
Holding Since
Mar 2020
26 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $156,714,234 across 14 Drug Manufacturers - General names. NVS ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
42,067 | $50,456,426 | |
| 2 | JNJ |
Johnson & Johnson
|
94,695 | $24,049,689 | |
| 3 | ABBV |
AbbVie Inc.
|
92,097 | $23,175,289 | |
| 4 | MRK |
Merck & Co., Inc.
|
145,564 | $18,704,974 | |
| 5 | AMGN |
Amgen Inc
|
25,505 | $9,235,870 | |
| 6 | PFE |
Pfizer Inc
|
316,786 | $7,628,206 | |
| 7 | NVS |
Novartis AG
This page
|
47,580 | $7,456,737 | |
| 8 | AZN |
Astrazeneca PLC
|
38,745 | $7,346,826 |
All Filings in NVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,456,737 | 47,580 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,258,221 | 47,517 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,329,204 | 9,641 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,631,982 | 12,726 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,053,418 | 16,969 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $2,364,825 | 21,213 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $2,058,593 | 21,155 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $2,549,648 | 22,167 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,822,062 | 17,115 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $1,773,931 | 18,339 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $2,614,113 | 25,890 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,397,682 | 23,539 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,918,500 | 19,012 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,286,344 | 13,982 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,605,834 | 17,701 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,217,680 | 16,020 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,031,002 | 24,027 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,363,459 | 15,538 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,043,692 | 11,932 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,506,387 | 18,420 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,762,209 | 19,314 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,463,588 | 17,122 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $914,082 | 9,680 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $542,108 | 6,234 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $638,106 | 7,306 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $206,867 | 2,509 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||