Position in NVS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$301,686
New position
Shares Held
1,925
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,133
of 1,603 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $57,000,261 across 11 Drug Manufacturers - General names. NVS ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
13,311 | $15,965,614 | |
| 2 | JNJ |
Johnson & Johnson
|
49,349 | $12,533,165 | |
| 3 | ABBV |
AbbVie Inc.
|
38,846 | $9,775,207 | |
| 4 | AMGN |
Amgen Inc
|
17,600 | $6,373,312 | |
| 5 | MRK |
Merck & Co., Inc.
|
49,534 | $6,365,119 | |
| 6 | PFE |
Pfizer Inc
|
96,426 | $2,321,938 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
11,162 | $1,410,207 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
16,256 | $936,670 |
All Filings in NVS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,686 | 1,925 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||