Position in NVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$937,812
+$106,852 QoQ
Shares Held
5,984
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#641
of 1,603 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Simplicity Wealth,LLC holds $64,075,335 across 13 Drug Manufacturers - General names. NVS ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
81,682 | $20,554,458 | |
| 2 | JNJ |
Johnson & Johnson
|
53,196 | $13,510,188 | |
| 3 | LLY |
ELI LILLY & Co
|
9,693 | $11,626,075 | |
| 4 | MRK |
Merck & Co., Inc.
|
53,267 | $6,844,809 | |
| 5 | AMGN |
Amgen Inc
|
10,539 | $3,816,382 | |
| 6 | PFE |
Pfizer Inc
|
109,120 | $2,627,609 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
10,730 | $1,355,628 | |
| 8 | NVS |
Novartis AG
This page
|
5,984 | $937,812 |
All Filings in NVS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $937,812 | 5,984 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $830,960 | 5,440 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $708,238 | 5,137 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $640,174 | 4,992 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,038,991 | 8,586 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $397,983 | 3,570 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $352,359 | 3,621 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $273,402 | 2,377 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $6,554,635 | 61,569 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,292,485 | 54,714 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||