Position in NVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,686,398
-$77,263 QoQ
Shares Held
29,903
-4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#270
of 1,603 holders
Holding Since
Sep 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, 2026Cornerstone Wealth Group, LLC holds $69,741,368 across 10 Drug Manufacturers - General names. NVS ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
72,568 | $18,261,011 | |
| 2 | JNJ |
Johnson & Johnson
|
64,694 | $16,430,335 | |
| 3 | AMGN |
Amgen Inc
|
36,800 | $13,326,016 | |
| 4 | LLY |
ELI LILLY & Co
|
9,903 | $11,877,956 | |
| 5 | NVS |
Novartis AG
This page
|
29,903 | $4,686,398 | |
| 6 | MRK |
Merck & Co., Inc.
|
23,956 | $3,078,346 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
15,440 | $889,652 | |
| 8 | PFE |
Pfizer Inc
|
20,478 | $493,110 |
All Filings in NVS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,686,398 | 29,903 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,763,661 | 31,186 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,584,591 | 33,253 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,205,759 | 32,796 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,946,257 | 32,611 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,504,708 | 31,438 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,887,285 | 29,671 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,234,592 | 28,122 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,972,150 | 27,918 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,654,561 | 27,443 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,832,309 | 28,051 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,817,163 | 47,292 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $5,083,845 | 50,380 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,738,920 | 51,510 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,641,416 | 51,162 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $3,826,039 | 50,336 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||