Position in NVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,063,719
+$266,561 QoQ
Shares Held
19,549
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#346
of 1,603 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $274,588,072 across 15 Drug Manufacturers - General names. NVS ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
64,452 | $77,305,668 | |
| 2 | JNJ |
Johnson & Johnson
|
300,713 | $76,372,080 | |
| 3 | ABBV |
AbbVie Inc.
|
142,911 | $35,962,124 | |
| 4 | MRK |
Merck & Co., Inc.
|
242,175 | $31,119,487 | |
| 5 | AMGN |
Amgen Inc
|
56,408 | $20,426,464 | |
| 6 | PFE |
Pfizer Inc
|
350,351 | $8,436,452 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
51,132 | $6,460,016 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
106,923 | $6,160,903 |
All Filings in NVS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,063,719 | 19,549 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,797,158 | 18,312 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,393,698 | 17,362 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,172,257 | 16,939 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,616,330 | 13,357 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,258,943 | 11,293 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $656,258 | 6,744 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $714,274 | 6,210 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $606,183 | 5,694 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $550,780 | 5,694 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $441,945 | 4,377 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $476,399 | 4,677 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $459,241 | 4,551 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $431,940 | 4,695 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $366,962 | 4,045 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $296,515 | 3,901 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $273,370 | 3,234 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $266,058 | 3,032 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||