Position in NVS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$355,911
+$8,863 QoQ
Shares Held
2,271
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,040
of 1,603 holders
Holding Since
Sep 2025
4 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, 2026Outlook Wealth Advisors, LLC holds $4,668,543 across 4 Drug Manufacturers - General names. NVS ranks #3 (7.6% of the industry book) .
All Filings in NVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,911 | 2,271 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $347,048 | 2,272 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $312,964 | 2,270 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $286,744 | 2,236 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||