Abound Wealth Management

Position in NVS — Novartis AG

CIK 1950323 FRANKLIN, TN

Position in NVS

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$15,985

+$252 QoQ

Shares Held

102

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,503

of 1,603 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Abound Wealth Management holds $1,569,247 across 14 Drug Manufacturers - General names. NVS ranks #9 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	1,408	$354,309
2	AMGN	Amgen Inc	892	$323,011
3	LLY	ELI LILLY & Co	256	$307,054
4	MRK	Merck & Co., Inc.	1,649	$211,896
5	JNJ	Johnson & Johnson	630	$160,001
6	BMY	Bristol Myers Squibb Co	1,791	$103,197
7	AZN	Astrazeneca PLC	197	$37,355
8	PFE	Pfizer Inc	1,183	$28,486

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,985	102	-1.0%	Shares	Sole	2026-07-10
2026-03-31	$15,733	103	-12.0%	Shares	Sole	2026-04-10
2025-12-31	$16,130	117	+680.0%	Shares	Sole	2026-01-12
2025-09-30	$1,923	15	0.0%	Shares	Sole	2025-10-10
2025-06-30	$1,815	15	-6.2%	Shares	Sole	2025-07-14
2025-03-31	$1,783	16	-30.4%	Shares	Sole	2025-04-17
2024-12-31	$2,238	23	0.0%	Shares	Sole	2025-01-13
2024-09-30	$2,645	23	+21.1%	Shares	Sole	2024-11-04
2024-06-30	$2,022	19	-55.8%	Shares	Sole	2024-08-09
2024-03-31	$4,159	43	+13.2%	Shares	Sole	2024-08-08
2023-12-31	$3,836	38	0.0%	Shares	Sole	2024-08-08
2023-09-30	$3,870	38	0.0%	Shares	Sole	2024-08-08
2023-06-30	$3,834	38	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.