Position in NVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$686,903
-$20,940 QoQ
Shares Held
4,383
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#759
of 1,603 holders
Holding Since
Dec 2021
18 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, 2026Opal Wealth Advisors, LLC holds $5,257,340 across 8 Drug Manufacturers - General names. NVS ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
6,171 | $1,552,870 | |
| 2 | LLY |
ELI LILLY & Co
|
786 | $942,752 | |
| 3 | NVS |
Novartis AG
This page
|
4,383 | $686,903 | |
| 4 | JNJ |
Johnson & Johnson
|
2,037 | $517,336 | |
| 5 | AMGN |
Amgen Inc
|
1,394 | $504,795 | |
| 6 | AZN |
Astrazeneca PLC
|
2,227 | $422,283 | |
| 7 | MRK |
Merck & Co., Inc.
|
2,998 | $385,243 | |
| 8 | PFE |
Pfizer Inc
|
10,181 | $245,158 |
All Filings in NVS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,903 | 4,383 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $707,843 | 4,634 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $566,921 | 4,112 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $478,463 | 3,731 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $295,022 | 2,438 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $280,372 | 2,515 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $233,835 | 2,403 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $281,683 | 2,449 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $281,693 | 2,646 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $257,301 | 2,660 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $268,378 | 2,658 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $271,151 | 2,662 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $281,639 | 2,791 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $257,416 | 2,798 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $252,201 | 2,780 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $213,776 | 2,529 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $242,453 | 2,763 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $228,296 | 2,610 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||