Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$52,971
+$1,342 QoQ
Shares Held
338
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,426
of 1,603 holders
Holding Since
Mar 2026
2 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, 2026Dynamic Wealth Strategies, LLC holds $1,712,439 across 10 Drug Manufacturers - General names. NVS ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
365 | $437,791 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
3,172 | $400,750 | |
| 3 | JNJ |
Johnson & Johnson
|
1,348 | $342,351 | |
| 4 | ABBV |
AbbVie Inc.
|
796 | $200,305 | |
| 5 | MRK |
Merck & Co., Inc.
|
1,198 | $153,943 | |
| 6 | NVS |
Novartis AG
This page
|
338 | $52,971 | |
| 7 | AZN |
Astrazeneca PLC
|
266 | $50,438 | |
| 8 | AMGN |
Amgen Inc
|
103 | $37,298 |
All Filings in NVS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,971 | 338 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $51,629 | 338 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||