Position in NVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$380,516
+$14,069 QoQ
Shares Held
2,428
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,011
of 1,603 holders
Holding Since
Mar 2023
14 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, 2026Horizon Wealth Management, LLC holds $2,523,741 across 4 Drug Manufacturers - General names. NVS ranks #4 (15.1% of the industry book) .
All Filings in NVS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,516 | 2,428 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $366,447 | 2,399 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $324,545 | 2,354 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $301,876 | 2,354 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $284,857 | 2,354 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $255,066 | 2,288 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $225,856 | 2,321 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $263,165 | 2,288 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $243,580 | 2,288 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $214,353 | 2,216 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $231,726 | 2,295 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $225,721 | 2,216 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $223,616 | 2,216 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $202,584 | 2,202 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||