Position in NVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$337,418
+$28,100 QoQ
Shares Held
2,153
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,067
of 1,603 holders
Holding Since
Mar 2025
6 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, 2026Wayfinding Financial, LLC holds $5,872,950 across 8 Drug Manufacturers - General names. NVS ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
6,634 | $1,684,836 | |
| 2 | ABBV |
AbbVie Inc.
|
5,660 | $1,424,282 | |
| 3 | LLY |
ELI LILLY & Co
|
933 | $1,119,068 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
3,101 | $391,780 | |
| 5 | AMGN |
Amgen Inc
|
973 | $352,342 | |
| 6 | NVS |
Novartis AG
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|
2,153 | $337,418 | |
| 7 | MRK |
Merck & Co., Inc.
|
2,337 | $300,304 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
4,563 | $262,920 |
All Filings in NVS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,418 | 2,153 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $309,318 | 2,025 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $251,750 | 1,826 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $233,653 | 1,822 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $218,544 | 1,806 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $210,474 | 1,888 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||