Position in NVS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$826,541
+$20,938 QoQ
Shares Held
5,274
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#688
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, 2026Forza Wealth Management, LLC holds $16,271,551 across 11 Drug Manufacturers - General names. NVS ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,323 | $2,786,276 | |
| 2 | ABBV |
AbbVie Inc.
|
10,703 | $2,693,302 | |
| 3 | JNJ |
Johnson & Johnson
|
10,314 | $2,619,446 | |
| 4 | AMGN |
Amgen Inc
|
7,018 | $2,541,358 | |
| 5 | MRK |
Merck & Co., Inc.
|
10,879 | $1,397,951 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
24,137 | $1,390,773 | |
| 7 | NVS |
Novartis AG
This page
|
5,274 | $826,541 | |
| 8 | PFE |
Pfizer Inc
|
27,200 | $654,976 |
All Filings in NVS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $826,541 | 5,274 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $805,603 | 5,274 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $727,126 | 5,274 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $685,955 | 5,349 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $647,282 | 5,349 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $596,306 | 5,349 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $520,511 | 5,349 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $615,241 | 5,349 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $566,260 | 5,319 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $514,506 | 5,319 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $537,059 | 5,319 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $541,793 | 5,319 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $516,558 | 5,119 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $489,348 | 5,319 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $422,936 | 4,662 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||