Position in NVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$198,094
+$20,656 QoQ
Shares Held
1,264
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,322
of 1,603 holders
Holding Since
Dec 2020
22 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, 2026Concord Wealth Partners holds $18,338,750 across 12 Drug Manufacturers - General names. NVS ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
19,775 | $5,022,256 | |
| 2 | LLY |
ELI LILLY & Co
|
3,673 | $4,405,506 | |
| 3 | AMGN |
Amgen Inc
|
11,144 | $4,035,465 | |
| 4 | ABBV |
AbbVie Inc.
|
7,796 | $1,961,785 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
20,943 | $1,206,735 | |
| 6 | PFE |
Pfizer Inc
|
47,796 | $1,150,927 | |
| 7 | MRK |
Merck & Co., Inc.
|
1,770 | $227,445 | |
| 8 | NVS |
Novartis AG
This page
|
1,264 | $198,094 |
All Filings in NVS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,094 | 1,264 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $177,438 | 1,287 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $165,044 | 1,287 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $193,131 | 1,596 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $147,822 | 1,326 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $136,039 | 1,398 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $196,109 | 1,705 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $219,839 | 2,065 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $243,566 | 2,518 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $196,083 | 1,942 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $326,257 | 3,203 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $324,526 | 3,216 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $278,116 | 3,023 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $313,256 | 3,453 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $297,199 | 3,910 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $322,904 | 3,820 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $483,239 | 5,507 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $473,387 | 5,412 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $122,015 | 1,492 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $310,489 | 3,403 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $231,565 | 2,709 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $167,990 | 1,779 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||