Position in NVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$947,369
-$393,735 QoQ
Shares Held
6,045
-49.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#639
of 1,603 holders
Holding Since
Mar 2020
22 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, 2026Aberdeen Wealth Management LLC holds $7,869,904 across 14 Drug Manufacturers - General names. NVS ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
9,276 | $2,334,208 | |
| 2 | JNJ |
Johnson & Johnson
|
8,486 | $2,155,180 | |
| 3 | NVS |
Novartis AG
This page
|
6,045 | $947,369 | |
| 4 | AMGN |
Amgen Inc
|
1,542 | $558,386 | |
| 5 | LLY |
ELI LILLY & Co
|
370 | $443,788 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
5,329 | $307,055 | |
| 7 | PFE |
Pfizer Inc
|
12,072 | $290,687 | |
| 8 | NVO |
Novo Nordisk A S
|
4,946 | $237,111 |
All Filings in NVS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $947,369 | 6,045 | Shares | Sole | 2026-08-13 | |
| 2025-03-31 | $1,341,104 | 12,030 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,170,639 | 12,030 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $1,464,204 | 12,730 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,461,695 | 13,730 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,406,454 | 14,540 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,387,327 | 13,740 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,481,044 | 14,540 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,477,322 | 14,640 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,346,880 | 14,640 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,328,140 | 14,640 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,112,786 | 14,640 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,237,688 | 14,642 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,291,065 | 14,713 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,286,946 | 14,713 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,210,916 | 14,807 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,393,508 | 15,273 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,298,270 | 15,188 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,441,285 | 15,263 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,327,270 | 15,263 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,368,705 | 15,671 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,261,979 | 15,306 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||