Position in NVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,334,157
+$71,373 QoQ
Shares Held
8,513
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#543
of 1,603 holders
Holding Since
Sep 2024
7 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, 2026Aprio Wealth Management, LLC holds $32,790,600 across 13 Drug Manufacturers - General names. NVS ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,052 | $8,458,381 | |
| 2 | JNJ |
Johnson & Johnson
|
21,754 | $5,524,863 | |
| 3 | MRK |
Merck & Co., Inc.
|
35,856 | $4,607,496 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
68,912 | $3,970,709 | |
| 5 | ABBV |
AbbVie Inc.
|
10,430 | $2,624,605 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
15,500 | $1,958,270 | |
| 7 | NVS |
Novartis AG
This page
|
8,513 | $1,334,157 | |
| 8 | AMGN |
Amgen Inc
|
3,328 | $1,205,135 |
All Filings in NVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,334,157 | 8,513 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,262,784 | 8,267 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,006,588 | 7,301 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $614,526 | 4,792 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $374,646 | 3,096 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $307,907 | 2,762 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $276,278 | 2,402 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||