Position in NVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$78,516
+$1,836 QoQ
Shares Held
501
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,400
of 1,606 holders
Holding Since
Dec 2022
13 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, 2026Cornerstone Planning Group LLC holds $2,902,104 across 17 Drug Manufacturers - General names. NVS ranks #9 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
3,637 | $923,688 | |
| 2 | LLY |
ELI LILLY & Co
|
450 | $539,743 | |
| 3 | ABBV |
AbbVie Inc.
|
1,687 | $424,516 | |
| 4 | MRK |
Merck & Co., Inc.
|
3,033 | $389,740 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
883 | $111,558 | |
| 6 | PFE |
Pfizer Inc
|
4,546 | $109,467 | |
| 7 | AZN |
Astrazeneca PLC
|
477 | $90,448 | |
| 8 | AMGN |
Amgen Inc
|
219 | $79,304 |
All Filings in NVS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,516 | 501 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $76,680 | 502 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $44,256 | 321 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $17 | 2 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $20,329 | 168 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,266 | 119 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,687 | 79 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $13,227 | 115 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $10,539 | 99 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,352 | 45 | Shares | Sole | 2024-05-07 | |
| 2023-09-30 | $1,527 | 15 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,513 | 15 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $16,238 | 179 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||