Position in NVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,306,195
+$207,320 QoQ
Shares Held
27,477
-7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#293
of 1,603 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $120,329,245 across 18 Drug Manufacturers - General names. NVS ranks #10 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
30,536 | $36,625,797 | |
| 2 | ABBV |
AbbVie Inc.
|
73,217 | $18,424,325 | |
| 3 | JNJ |
Johnson & Johnson
|
67,123 | $17,047,228 | |
| 4 | MRK |
Merck & Co., Inc.
|
78,760 | $10,120,660 | |
| 5 | AMGN |
Amgen Inc
|
24,522 | $8,879,906 | |
| 6 | AZN |
Astrazeneca PLC
|
30,381 | $5,760,845 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
94,816 | $5,463,297 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
34,604 | $4,371,869 |
All Filings in NVS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,306,195 | 27,477 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $4,098,875 | 29,730 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,500,151 | 11,698 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,210,826 | 10,006 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $750,552 | 7,713 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $789,497 | 6,864 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $688,796 | 6,470 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $438,186 | 4,530 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $550,488 | 5,452 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $462,851 | 4,544 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $443,398 | 4,394 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $358,340 | 3,895 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $334,666 | 3,689 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $292,258 | 3,845 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $352,067 | 4,165 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $349,771 | 3,986 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $291,463 | 3,564 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $313,226 | 3,433 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $282,938 | 3,310 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $311,902 | 3,303 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $170,441 | 1,960 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $191,623 | 2,194 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $166,878 | 2,024 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||