Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,860,574
+$909,434 QoQ
Shares Held
43,776
+12.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#222
of 1,603 holders
Holding Since
Jun 2022
17 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, 2026WCG Wealth Advisors LLC holds $47,610,651 across 10 Drug Manufacturers - General names. NVS ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
10,452 | $12,536,443 | |
| 2 | JNJ |
Johnson & Johnson
|
41,061 | $10,428,262 | |
| 3 | NVS |
Novartis AG
This page
|
43,776 | $6,860,574 | |
| 4 | AMGN |
Amgen Inc
|
13,208 | $4,782,880 | |
| 5 | ABBV |
AbbVie Inc.
|
16,882 | $4,248,186 | |
| 6 | MRK |
Merck & Co., Inc.
|
23,852 | $3,064,982 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
43,889 | $2,528,884 | |
| 8 | PFE |
Pfizer Inc
|
79,512 | $1,914,648 |
All Filings in NVS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,860,574 | 43,776 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,951,140 | 38,960 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,198,388 | 37,705 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,116,344 | 16,503 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,251,633 | 18,607 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,054,910 | 18,433 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,981,620 | 20,364 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $2,216,780 | 19,273 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,064,046 | 19,388 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,849,574 | 19,121 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,763,649 | 27,371 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,445,210 | 33,823 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,028,914 | 30,016 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,440,484 | 26,527 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,236,248 | 24,650 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $167,830 | 2,208 | Principal | Sole | 2022-11-14 | |
| 2022-09-30 | $1,651,925 | 21,733 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,944,612 | 23,005 | Shares | Sole | 2022-08-23 | |
| No filing history on record for this holder in this stock. | ||||||