Wealth Dimensions Group, Ltd.

Position in NVS — Novartis AG

CIK 1846462 CINCINNATI, OH

Position in NVS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$345,410

+$8,749 QoQ

Shares Held

2,204

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,058

of 1,603 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Wealth Dimensions Group, Ltd. holds $13,797,187 across 9 Drug Manufacturers - General names. NVS ranks #9 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	3,627	$4,350,332
2	JNJ	Johnson & Johnson	12,417	$3,153,545
3	MRK	Merck & Co., Inc.	15,763	$2,025,545
4	ABBV	AbbVie Inc.	5,070	$1,275,814
5	AMGN	Amgen Inc	3,220	$1,166,026
6	PFE	Pfizer Inc	25,257	$608,188
7	BMY	Bristol Myers Squibb Co	8,551	$492,708
8	AZN	Astrazeneca PLC	2,002	$379,619

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,410	2,204	0.0%	Shares	Sole	2026-07-22
2026-03-31	$336,661	2,204	+0.1%	Shares	Sole	2026-05-12
2025-12-31	$303,589	2,202	-1.7%	Shares	Sole	2026-02-13
2025-09-30	$287,257	2,240	0.0%	Shares	Sole	2025-10-30
2025-06-30	$271,062	2,240	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$249,492	2,238	0.0%	Shares	Sole	2025-05-05
2024-12-31	$217,779	2,238	+0.3%	Shares	Sole	2025-02-13
2024-09-30	$256,609	2,231	+3.2%	Shares	Sole	2024-11-12
2024-06-30	$230,166	2,162	-1.1%	Shares	Sole	2024-08-09
2024-03-31	$211,548	2,187	0.0%	Shares	Sole	2024-05-09
2023-12-31	$220,821	2,187	-5.2%	Shares	Sole	2024-02-09
2023-09-30	$234,991	2,307	+2.0%	Shares	Sole	2023-11-14
2023-06-30	$228,258	2,262	-0.8%	Shares	Sole	2023-08-14
2023-03-31	$209,852	2,281	0.0%	Shares	Sole	2023-05-09
2022-12-31	$206,932	2,281	+7.7%	Shares	Sole	2023-02-10
2020-12-31	$200,002	2,118	—	Shares	Sole	2021-02-17
No filing history on record for this holder in this stock.