Position in NVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$179,287
-$4,013 QoQ
Shares Held
1,144
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,328
of 1,603 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $9,961,383 across 15 Drug Manufacturers - General names. NVS ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,355 | $2,824,657 | |
| 2 | ABBV |
AbbVie Inc.
|
10,526 | $2,648,762 | |
| 3 | JNJ |
Johnson & Johnson
|
8,496 | $2,157,729 | |
| 4 | MRK |
Merck & Co., Inc.
|
6,781 | $871,358 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
5,964 | $343,645 | |
| 6 | PFE |
Pfizer Inc
|
9,754 | $234,876 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
1,856 | $234,487 | |
| 8 | NVS |
Novartis AG
This page
|
1,144 | $179,287 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,287 | 1,144 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $183,300 | 1,200 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $205,288 | 1,489 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||