Position in NVS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$245,580
+$10,804 QoQ
Shares Held
1,567
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,222
of 1,603 holders
Holding Since
Dec 2025
3 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, 2026Palumbo Wealth Management LLC holds $8,213,716 across 6 Drug Manufacturers - General names. NVS ranks #6 (3.0% of the industry book) .
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,580 | 1,567 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $234,776 | 1,537 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $203,633 | 1,477 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||