Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$204,519
+$5,181 QoQ
Shares Held
1,305
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,308
of 1,603 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $26,909,774 across 14 Drug Manufacturers - General names. NVS ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
33,173 | $8,424,946 | |
| 2 | LLY |
ELI LILLY & Co
|
4,518 | $5,419,024 | |
| 3 | MRK |
Merck & Co., Inc.
|
36,409 | $4,678,556 | |
| 4 | ABBV |
AbbVie Inc.
|
17,347 | $4,365,198 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
20,647 | $1,189,679 | |
| 6 | AMGN |
Amgen Inc
|
3,138 | $1,136,331 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,232 | $913,690 | |
| 8 | PFE |
Pfizer Inc
|
17,600 | $423,807 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,519 | 1,305 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $199,338 | 1,305 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $179,920 | 1,305 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $54,502 | 425 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $51,429 | 425 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $47,379 | 425 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $41,356 | 425 | Shares | Sole | 2026-02-20 | |
| 2024-09-30 | $48,883 | 425 | Shares | Sole | 2026-02-20 | |
| 2024-06-30 | $45,245 | 425 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $41,110 | 425 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $62,096 | 615 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $62,643 | 615 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $62,059 | 615 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $56,580 | 615 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $55,792 | 615 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $47,810 | 629 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $55,450 | 656 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $59,406 | 677 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $60,879 | 696 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $56,918 | 696 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $64,232 | 704 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $60,177 | 704 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $66,478 | 704 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $67,307 | 774 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $67,601 | 774 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $65,053 | 789 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||