Position in NVS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$229,594
+$24,757 QoQ
Shares Held
1,465
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,256
of 1,603 holders
Holding Since
Mar 2026
2 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, 2026Legacy Capital Wealth Partners, LLC holds $5,346,918 across 8 Drug Manufacturers - General names. NVS ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
897 | $1,075,888 | |
| 2 | ABBV |
AbbVie Inc.
|
3,593 | $904,142 | |
| 3 | GSK |
GSK plc
|
14,870 | $779,485 | |
| 4 | JNJ |
Johnson & Johnson
|
2,667 | $677,337 | |
| 5 | AZN |
Astrazeneca PLC
|
3,478 | $659,498 | |
| 6 | AMGN |
Amgen Inc
|
1,494 | $541,007 | |
| 7 | SNY |
Sanofi
|
11,251 | $479,967 | |
| 8 | NVS |
Novartis AG
This page
|
1,465 | $229,594 |
All Filings in NVS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,594 | 1,465 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $204,837 | 1,341 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||