Position in NVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$32,911
+$834 QoQ
Shares Held
210
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,461
of 1,603 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $12,258,532 across 12 Drug Manufacturers - General names. NVS ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
17,400 | $4,378,536 | |
| 2 | JNJ |
Johnson & Johnson
|
15,794 | $4,011,202 | |
| 3 | MRK |
Merck & Co., Inc.
|
11,433 | $1,469,140 | |
| 4 | LLY |
ELI LILLY & Co
|
995 | $1,193,432 | |
| 5 | AMGN |
Amgen Inc
|
1,349 | $488,499 | |
| 6 | PFE |
Pfizer Inc
|
13,544 | $326,139 | |
| 7 | NVO |
Novo Nordisk A S
|
3,079 | $147,607 | |
| 8 | AZN |
Astrazeneca PLC
|
528 | $100,119 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,911 | 210 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $32,077 | 210 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $28,952 | 210 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $26,930 | 210 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $25,412 | 210 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $23,410 | 210 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $20,435 | 210 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $24,154 | 210 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $22,356 | 210 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $20,313 | 210 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $21,203 | 210 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $21,390 | 210 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $10,091 | 100 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,200 | 100 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $9,072 | 100 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $12,161 | 160 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $8,453 | 100 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,775 | 100 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $8,747 | 100 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $59,862 | 732 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $66,787 | 732 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $62,571 | 732 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $69,122 | 732 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $8,696 | 100 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,734 | 100 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $13,521 | 164 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||