Position in NVS
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$277,241
+$27,007 QoQ
Shares Held
1,815
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Mar 31, 2026Redwood Wealth Management Group, LLC holds $7,911,804 across 8 Drug Manufacturers - General names. NVS ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,350 | $2,161,459 | |
| 2 | MRK |
Merck & Co., Inc.
|
12,872 | $1,548,372 | |
| 3 | ABBV |
AbbVie Inc.
|
4,427 | $962,828 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
14,456 | $876,756 | |
| 5 | JNJ |
Johnson & Johnson
|
3,467 | $847,473 | |
| 6 | AMGN |
Amgen Inc
|
2,140 | $752,959 | |
| 7 | PFE |
Pfizer Inc
|
17,262 | $484,716 | |
| 8 | NVS |
Novartis AG
This page
|
1,815 | $277,241 |
All Filings in NVS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,241 | 1,815 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $250,234 | 1,815 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $245,323 | 1,913 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $249,643 | 2,063 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $238,901 | 2,143 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $215,833 | 2,218 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $270,066 | 2,348 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $249,968 | 2,348 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $228,089 | 2,358 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $239,096 | 2,368 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $241,204 | 2,368 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $272,255 | 2,698 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $253,276 | 2,753 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $267,896 | 2,953 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||