Position in NVS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$716,367
-$10,112 QoQ
Shares Held
4,571
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#741
of 1,603 holders
Holding Since
Sep 2024
8 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, 2026Net Worth Advisory Group holds $12,581,924 across 10 Drug Manufacturers - General names. NVS ranks #8 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,715 | $3,256,452 | |
| 2 | JNJ |
Johnson & Johnson
|
12,181 | $3,093,608 | |
| 3 | ABBV |
AbbVie Inc.
|
4,779 | $1,202,587 | |
| 4 | MRK |
Merck & Co., Inc.
|
8,520 | $1,094,820 | |
| 5 | AMGN |
Amgen Inc
|
2,579 | $933,907 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
15,492 | $892,649 | |
| 7 | PFE |
Pfizer Inc
|
29,766 | $716,765 | |
| 8 | NVS |
Novartis AG
This page
|
4,571 | $716,367 |
All Filings in NVS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,367 | 4,571 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $726,479 | 4,756 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $694,726 | 5,039 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $847,538 | 6,609 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $848,643 | 7,013 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $733,761 | 6,582 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $686,132 | 7,051 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $822,393 | 7,150 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||