Position in NVS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$393,523
+$6,149 QoQ
Shares Held
2,511
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#997
of 1,603 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026JGP Wealth Management, LLC holds $32,516,305 across 7 Drug Manufacturers - General names. NVS ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
43,268 | $15,668,208 | |
| 2 | JNJ |
Johnson & Johnson
|
32,356 | $8,217,453 | |
| 3 | ABBV |
AbbVie Inc.
|
17,144 | $4,314,116 | |
| 4 | LLY |
ELI LILLY & Co
|
1,736 | $2,082,210 | |
| 5 | MRK |
Merck & Co., Inc.
|
12,367 | $1,589,159 | |
| 6 | NVS |
Novartis AG
This page
|
2,511 | $393,523 | |
| 7 | PFE |
Pfizer Inc
|
10,450 | $251,636 |
All Filings in NVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,523 | 2,511 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $387,374 | 2,536 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $335,024 | 2,430 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $232,370 | 1,812 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||