Position in NVS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$240,251
+$6,086 QoQ
Shares Held
1,533
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,235
of 1,603 holders
Holding Since
Dec 2025
3 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, 2026BCS Wealth Management holds $7,700,051 across 8 Drug Manufacturers - General names. NVS ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,962 | $2,353,281 | |
| 2 | MRK |
Merck & Co., Inc.
|
15,887 | $2,041,479 | |
| 3 | JNJ |
Johnson & Johnson
|
3,739 | $949,593 | |
| 4 | ABBV |
AbbVie Inc.
|
3,535 | $889,547 | |
| 5 | PFE |
Pfizer Inc
|
26,000 | $626,080 | |
| 6 | AMGN |
Amgen Inc
|
843 | $305,267 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
5,112 | $294,553 | |
| 8 | NVS |
Novartis AG
This page
|
1,533 | $240,251 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,251 | 1,533 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $234,165 | 1,533 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $422,709 | 3,066 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||