Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$407,628
+$10,326 QoQ
Shares Held
2,601
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#983
of 1,603 holders
Holding Since
Jun 2022
16 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, 2026Meridian Wealth Advisors, LLC holds $18,785,727 across 8 Drug Manufacturers - General names. NVS ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
6,304 | $7,561,207 | |
| 2 | MRK |
Merck & Co., Inc.
|
25,697 | $3,302,064 | |
| 3 | AMGN |
Amgen Inc
|
8,375 | $3,032,755 | |
| 4 | JNJ |
Johnson & Johnson
|
11,076 | $2,812,971 | |
| 5 | PFE |
Pfizer Inc
|
42,564 | $1,024,941 | |
| 6 | NVS |
Novartis AG
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|
2,601 | $407,628 | |
| 7 | ABBV |
AbbVie Inc.
|
1,502 | $377,963 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,107 | $266,198 |
All Filings in NVS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,628 | 2,601 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $397,302 | 2,601 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $358,599 | 2,601 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $333,552 | 2,601 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $314,747 | 2,601 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $289,959 | 2,601 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $253,103 | 2,601 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $299,167 | 2,601 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $276,902 | 2,601 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $251,594 | 2,601 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $262,622 | 2,601 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $264,937 | 2,601 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $263,980 | 2,616 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $239,292 | 2,601 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $235,962 | 2,601 | Shares | Sole | 2023-01-23 | |
| 2022-06-30 | $219,862 | 2,601 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||