Position in NVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$703,672
-$6,004 QoQ
Shares Held
4,490
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#750
of 1,603 holders
Holding Since
Dec 2022
15 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, 2026Cyndeo Wealth Partners, LLC holds $116,144,822 across 9 Drug Manufacturers - General names. NVS ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
137,211 | $34,527,776 | |
| 2 | LLY |
ELI LILLY & Co
|
17,927 | $21,502,183 | |
| 3 | JNJ |
Johnson & Johnson
|
78,287 | $19,882,549 | |
| 4 | MRK |
Merck & Co., Inc.
|
108,426 | $13,932,741 | |
| 5 | PFE |
Pfizer Inc
|
536,714 | $12,924,073 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
186,460 | $10,743,825 | |
| 7 | AZN |
Astrazeneca PLC
|
6,841 | $1,297,190 | |
| 8 | NVS |
Novartis AG
This page
|
4,490 | $703,672 |
All Filings in NVS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,672 | 4,490 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $709,676 | 4,646 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $619,174 | 4,491 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $574,643 | 4,481 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $555,798 | 4,593 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $515,037 | 4,620 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $459,789 | 4,725 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $529,322 | 4,602 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $514,840 | 4,836 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $575,446 | 5,949 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $602,891 | 5,971 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $608,919 | 5,978 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $609,294 | 6,038 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $597,448 | 6,494 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $688,927 | 7,594 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||