Position in NVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$498,526
+$2,394 QoQ
Shares Held
3,181
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#887
of 1,603 holders
Holding Since
Mar 2020
24 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, 2026WEALTH ALLIANCE, LLC holds $31,462,048 across 11 Drug Manufacturers - General names. NVS ranks #10 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,574 | $9,084,483 | |
| 2 | ABBV |
AbbVie Inc.
|
21,367 | $5,376,791 | |
| 3 | AMGN |
Amgen Inc
|
11,201 | $4,056,106 | |
| 4 | JNJ |
Johnson & Johnson
|
14,755 | $3,747,327 | |
| 5 | MRK |
Merck & Co., Inc.
|
21,770 | $2,797,445 | |
| 6 | PFE |
Pfizer Inc
|
93,388 | $2,248,783 | |
| 7 | AZN |
Astrazeneca PLC
|
8,277 | $1,569,484 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
18,651 | $1,074,670 |
All Filings in NVS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,526 | 3,181 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $496,132 | 3,248 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $491,092 | 3,562 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $464,613 | 3,623 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $431,642 | 3,567 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $398,652 | 3,576 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $333,481 | 3,427 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $404,985 | 3,521 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $392,092 | 3,683 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $337,781 | 3,492 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $345,317 | 3,420 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $366,390 | 3,597 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $402,529 | 3,989 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $377,292 | 4,101 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $373,584 | 4,118 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $330,035 | 4,342 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $289,177 | 3,421 | Shares | Sole | 2022-10-11 | |
| 2021-09-30 | $586,771 | 7,175 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $631,563 | 6,922 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $534,420 | 6,252 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $1,014,272 | 10,741 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $993,952 | 11,430 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $1,135,594 | 13,002 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $675,677 | 8,195 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||