Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,048,421
+$2,482,832 QoQ
Shares Held
32,213
+91.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#261
of 1,603 holders
Holding Since
Mar 2021
22 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, 2026Abundance Wealth Counselors holds $44,555,696 across 12 Drug Manufacturers - General names. NVS ranks #5 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
30,368 | $7,641,803 | |
| 2 | JNJ |
Johnson & Johnson
|
23,066 | $5,858,072 | |
| 3 | AMGN |
Amgen Inc
|
14,911 | $5,399,571 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
91,814 | $5,290,322 | |
| 5 | NVS |
Novartis AG
This page
|
32,213 | $5,048,421 | |
| 6 | LLY |
ELI LILLY & Co
|
4,027 | $4,830,105 | |
| 7 | GSK |
GSK plc
|
65,979 | $3,458,619 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
22,139 | $2,797,041 |
All Filings in NVS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,048,421 | 32,213 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,565,589 | 16,796 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,333,725 | 16,927 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,161,356 | 16,854 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,043,374 | 16,886 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,530,397 | 13,728 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,249,557 | 12,841 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,466,735 | 12,752 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,370,140 | 12,870 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,180,009 | 12,199 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,204,875 | 11,933 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,147,860 | 11,269 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,118,486 | 11,084 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,018,256 | 11,068 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $982,497 | 10,830 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $764,052 | 10,052 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $790,778 | 9,355 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $733,502 | 8,359 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $590,160 | 6,747 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $586,035 | 7,166 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $604,647 | 6,627 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $240,882 | 2,818 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||