Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$322,999
-$119,212 QoQ
Shares Held
2,061
-28.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,088
of 1,603 holders
Holding Since
Dec 2024
7 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, 2026Alliance Wealth Advisors, LLC /UT holds $8,702,218 across 9 Drug Manufacturers - General names. NVS ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
8,284 | $2,084,585 | |
| 2 | LLY |
ELI LILLY & Co
|
1,563 | $1,874,709 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
9,579 | $1,210,210 | |
| 4 | JNJ |
Johnson & Johnson
|
4,729 | $1,201,024 | |
| 5 | NVO |
Novo Nordisk A S
|
19,167 | $918,865 | |
| 6 | MRK |
Merck & Co., Inc.
|
4,342 | $557,947 | |
| 7 | NVS |
Novartis AG
This page
|
2,061 | $322,999 | |
| 8 | AMGN |
Amgen Inc
|
813 | $294,403 |
All Filings in NVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,999 | 2,061 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $442,211 | 2,895 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $461,037 | 3,344 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $555,407 | 4,331 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $424,866 | 3,511 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $300,661 | 2,697 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $246,778 | 2,536 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||