Retirement Planning Co of New England, Inc.
PensionPosition in NVS — Novartis AG
CIK 1817693
Warwick, RI
Position in NVS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$212,512
+$5,383 QoQ
Shares Held
1,356
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,291
of 1,603 holders
Holding Since
Dec 2021
9 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, 2026Retirement Planning Co of New England, Inc. holds $14,749,439 across 10 Drug Manufacturers - General names. NVS ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
20,235 | $5,091,935 | |
| 2 | LLY |
ELI LILLY & Co
|
2,403 | $2,882,230 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
11,227 | $1,418,419 | |
| 4 | JNJ |
Johnson & Johnson
|
5,544 | $1,408,009 | |
| 5 | MRK |
Merck & Co., Inc.
|
10,597 | $1,361,714 | |
| 6 | NVO |
Novo Nordisk A S
|
14,140 | $677,871 | |
| 7 | PFE |
Pfizer Inc
|
28,045 | $675,323 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
10,883 | $627,078 |
All Filings in NVS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,512 | 1,356 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $207,129 | 1,356 | Shares | Sole | 2026-05-08 | |
| 2023-06-30 | $271,952 | 2,695 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $252,172 | 2,741 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $246,939 | 2,722 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $207,507 | 2,730 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $230,766 | 2,730 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $239,118 | 2,725 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $230,133 | 2,631 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||