Position in NVS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,636,434
+$51,131 QoQ
Shares Held
35,965
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#248
of 1,603 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $51,426,589 across 15 Drug Manufacturers - General names. NVS ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
27,938 | $33,509,677 | |
| 2 | NVS |
Novartis AG
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|
35,965 | $5,636,434 | |
| 3 | ABBV |
AbbVie Inc.
|
13,113 | $3,299,755 | |
| 4 | JNJ |
Johnson & Johnson
|
12,264 | $3,114,688 | |
| 5 | MRK |
Merck & Co., Inc.
|
19,212 | $2,468,742 | |
| 6 | AMGN |
Amgen Inc
|
4,384 | $1,587,534 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,696 | $593,292 | |
| 8 | PFE |
Pfizer Inc
|
18,451 | $444,300 |
All Filings in NVS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,636,434 | 35,965 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,585,303 | 36,565 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,374,585 | 38,983 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $187,871 | 1,465 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $177,279 | 1,465 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $338,007 | 3,032 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $251,643 | 2,586 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $295,946 | 2,573 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $293,084 | 2,753 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $346,680 | 3,584 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $379,344 | 3,757 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $384,215 | 3,772 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $353,185 | 3,500 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $374,348 | 4,069 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $285,132 | 3,143 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $222,937 | 2,933 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $397,206 | 4,699 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $659,792 | 7,519 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $940,652 | 10,754 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $455,351 | 5,568 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $498,900 | 5,468 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $759,062 | 8,880 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||