Position in NVS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$297,924
+$22,058 QoQ
Shares Held
1,901
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,138
of 1,603 holders
Holding Since
Jun 2022
10 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, 2026SteelPeak Wealth, LLC holds $140,108,606 across 11 Drug Manufacturers - General names. NVS ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
188,790 | $68,364,634 | |
| 2 | JNJ |
Johnson & Johnson
|
90,701 | $23,035,332 | |
| 3 | MRK |
Merck & Co., Inc.
|
170,247 | $21,876,739 | |
| 4 | ABBV |
AbbVie Inc.
|
37,009 | $9,312,944 | |
| 5 | PFE |
Pfizer Inc
|
289,182 | $6,963,502 | |
| 6 | LLY |
ELI LILLY & Co
|
5,219 | $6,259,825 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
48,151 | $2,774,460 | |
| 8 | BIIB |
Biogen Inc.
|
3,011 | $650,556 |
All Filings in NVS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,924 | 1,901 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $275,866 | 1,806 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $530,015 | 4,133 | Shares | Sole | 2025-10-21 | |
| 2024-09-30 | $304,572 | 2,648 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $226,440 | 2,127 | Shares | Sole | 2024-07-17 | |
| 2023-12-31 | $295,337 | 2,925 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $364,251 | 3,576 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $232,093 | 2,300 | Shares | Sole | 2023-08-03 | |
| 2022-09-30 | $689,562 | 9,072 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $783,677 | 9,271 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||