Position in NVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,509,213
+$43,730 QoQ
Shares Held
9,630
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#506
of 1,603 holders
Holding Since
Jun 2023
10 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, 2026WealthPlan Investment Management, LLC holds $62,244,544 across 10 Drug Manufacturers - General names. NVS ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
55,333 | $14,052,921 | |
| 2 | LLY |
ELI LILLY & Co
|
10,779 | $12,928,656 | |
| 3 | ABBV |
AbbVie Inc.
|
47,636 | $11,987,122 | |
| 4 | AZN |
Astrazeneca PLC
|
42,598 | $8,077,432 | |
| 5 | AMGN |
Amgen Inc
|
13,358 | $4,837,198 | |
| 6 | MRK |
Merck & Co., Inc.
|
33,167 | $4,261,959 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
18,742 | $2,367,864 | |
| 8 | PFE |
Pfizer Inc
|
66,572 | $1,603,053 |
All Filings in NVS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,509,213 | 9,630 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,465,483 | 9,594 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,237,630 | 16,230 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,204,686 | 9,394 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,127,087 | 9,314 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,058,391 | 9,494 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $923,861 | 9,494 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,091,999 | 9,494 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,000,085 | 9,394 | Shares | Sole | 2024-08-09 | |
| 2023-06-30 | $18,163 | 180 | Shares | Other | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||