Position in NVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$251,222
+$8,197 QoQ
Shares Held
1,603
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,216
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, 2026Physician Wealth Advisors, Inc. holds $3,911,594 across 15 Drug Manufacturers - General names. NVS ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,025 | $1,229,415 | |
| 2 | JNJ |
Johnson & Johnson
|
3,392 | $861,466 | |
| 3 | MRK |
Merck & Co., Inc.
|
4,682 | $601,637 | |
| 4 | ABBV |
AbbVie Inc.
|
1,376 | $346,256 | |
| 5 | NVS |
Novartis AG
This page
|
1,603 | $251,222 | |
| 6 | PFE |
Pfizer Inc
|
10,105 | $243,328 | |
| 7 | AZN |
Astrazeneca PLC
|
492 | $93,293 | |
| 8 | AMGN |
Amgen Inc
|
235 | $85,098 |
All Filings in NVS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,222 | 1,603 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $243,025 | 1,591 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $215,904 | 1,566 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $197,746 | 1,542 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $186,476 | 1,541 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $162,314 | 1,456 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $140,223 | 1,441 | Shares | Sole | 2025-02-12 | |
| 2024-03-31 | $213,192 | 2,204 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $215,469 | 2,134 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $217,369 | 2,134 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $215,341 | 2,134 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $256,312 | 2,786 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $258,552 | 2,850 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $218,908 | 2,880 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $243,446 | 2,880 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $265,794 | 3,029 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $274,480 | 3,138 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $298,905 | 3,655 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $368,700 | 4,041 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $346,194 | 4,050 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $372,904 | 3,949 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $361,927 | 4,162 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $359,491 | 4,116 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $331,943 | 4,026 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||