Position in NVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$443,204
+$11,227 QoQ
Shares Held
2,828
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#944
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $97,551,908 across 10 Drug Manufacturers - General names. NVS ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
22,347 | $26,803,664 | |
| 2 | JNJ |
Johnson & Johnson
|
61,910 | $15,723,282 | |
| 3 | ABBV |
AbbVie Inc.
|
58,534 | $14,729,495 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
233,338 | $13,444,935 | |
| 5 | AMGN |
Amgen Inc
|
27,043 | $9,792,811 | |
| 6 | MRK |
Merck & Co., Inc.
|
62,066 | $7,975,481 | |
| 7 | AZN |
Astrazeneca PLC
|
22,836 | $4,330,162 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
26,642 | $3,365,950 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,204 | 2,828 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $431,977 | 2,828 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $389,896 | 2,828 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $400,621 | 3,124 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $430,311 | 3,556 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $408,128 | 3,661 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $356,251 | 3,661 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $421,088 | 3,661 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $389,750 | 3,661 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $354,128 | 3,661 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $369,651 | 3,661 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $372,909 | 3,661 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $369,431 | 3,661 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $336,812 | 3,661 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $332,125 | 3,661 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $294,690 | 3,877 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $327,722 | 3,877 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $340,206 | 3,877 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $339,121 | 3,877 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $317,061 | 3,877 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $353,737 | 3,877 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $392,695 | 4,594 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $461,762 | 4,890 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $449,322 | 5,167 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $447,006 | 5,118 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $419,175 | 5,084 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||