Position in NVS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,012,754
+$79,092 QoQ
Shares Held
12,843
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#427
of 1,603 holders
Holding Since
Mar 2026
2 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, 2026Cornerstone Planning, LLC holds $21,142,738 across 7 Drug Manufacturers - General names. NVS ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
19,065 | $4,841,938 | |
| 2 | LLY |
ELI LILLY & Co
|
3,861 | $4,630,999 | |
| 3 | MRK |
Merck & Co., Inc.
|
28,026 | $3,601,341 | |
| 4 | ABBV |
AbbVie Inc.
|
14,208 | $3,575,301 | |
| 5 | NVS |
Novartis AG
This page
|
12,843 | $2,012,754 | |
| 6 | AZN |
Astrazeneca PLC
|
9,674 | $1,834,383 | |
| 7 | AMGN |
Amgen Inc
|
1,784 | $646,022 |
All Filings in NVS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,012,754 | 12,843 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,933,662 | 12,659 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||