Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$112,995
-$35,783 QoQ
Shares Held
721
-26.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,363
of 1,602 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026High Note Wealth, LLC holds $7,651,827 across 13 Drug Manufacturers - General names. NVS ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,250 | $3,898,147 | |
| 2 | ABBV |
AbbVie Inc.
|
7,545 | $1,898,623 | |
| 3 | JNJ |
Johnson & Johnson
|
4,671 | $1,186,293 | |
| 4 | AMGN |
Amgen Inc
|
514 | $186,129 | |
| 5 | PFE |
Pfizer Inc
|
6,475 | $155,918 | |
| 6 | NVS |
Novartis AG
This page
|
721 | $112,995 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
1,586 | $91,385 | |
| 8 | AZN |
Astrazeneca PLC
|
239 | $45,319 |
All Filings in NVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,995 | 721 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $148,778 | 974 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $134,285 | 974 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $124,905 | 974 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $118,347 | 978 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $109,027 | 978 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $95,169 | 978 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||