Position in NVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,311,620
+$2,260,602 QoQ
Shares Held
14,750
+4316.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#111
of 649 holders
Holding Since
Jun 2025
5 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, 2026SOA Wealth Advisors, LLC. holds $21,939,435 across 14 Drug Manufacturers - General names. NVS ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
9,146 | $10,969,987 | |
| 2 | AZN |
Astrazeneca PLC
|
21,280 | $4,035,113 | |
| 3 | NVS |
Novartis AG
This page
|
14,750 | $2,311,620 | |
| 4 | JNJ |
Johnson & Johnson
|
7,183 | $1,824,266 | |
| 5 | ABBV |
AbbVie Inc.
|
4,566 | $1,148,988 | |
| 6 | MRK |
Merck & Co., Inc.
|
7,342 | $943,447 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
3,984 | $229,558 | |
| 8 | AMGN |
Amgen Inc
|
510 | $184,681 |
All Filings in NVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,311,620 | 14,750 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $51,018 | 334 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $46,048 | 334 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $42,832 | 334 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $40,417 | 334 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||