Position in NVS
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$2,138
-$5,310 QoQ
Shares Held
14
-81.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
8 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, 2026GoalVest Advisory LLC holds $8,839,620 across 11 Drug Manufacturers - General names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
10,483 | $2,662,367 | |
| 2 | LLY |
ELI LILLY & Co
|
2,177 | $2,611,159 | |
| 3 | MRK |
Merck & Co., Inc.
|
13,375 | $1,718,687 | |
| 4 | ABBV |
AbbVie Inc.
|
6,577 | $1,655,036 | |
| 5 | AMGN |
Amgen Inc
|
195 | $70,613 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
387 | $48,893 | |
| 7 | BIIB |
Biogen Inc.
|
198 | $42,779 | |
| 8 | PFE |
Pfizer Inc
|
924 | $22,249 |
All Filings in NVS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,138 | 14 | Shares | Sole | 2026-04-13 | |
| 2024-03-31 | $7,448 | 77 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $7,774 | 77 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $27,705 | 272 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $18,769 | 186 | Shares | Sole | 2023-07-17 | |
| 2022-03-31 | $317,742 | 3,621 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $386,766 | 4,239 | Shares | Sole | 2021-09-01 | |
| 2020-12-31 | $755 | 8 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||