Position in NVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$286,797
+$43,314 QoQ
Shares Held
1,830
+14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,154
of 1,603 holders
Holding Since
Dec 2025
3 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, 2026Endowment Wealth Management, Inc. holds $2,583,300 across 5 Drug Manufacturers - General names. NVS ranks #3 (11.1% of the industry book) .
All Filings in NVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,797 | 1,830 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $243,483 | 1,594 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $237,412 | 1,722 | Shares | Other | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||