Position in NVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$597,416
+$54,085 QoQ
Shares Held
3,812
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#814
of 1,603 holders
Holding Since
Dec 2025
3 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $19,442,363 across 10 Drug Manufacturers - General names. NVS ranks #9 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,455 | $4,144,030 | |
| 2 | JNJ |
Johnson & Johnson
|
15,917 | $4,042,440 | |
| 3 | ABBV |
AbbVie Inc.
|
13,033 | $3,279,624 | |
| 4 | NVO |
Novo Nordisk A S
|
32,940 | $1,579,143 | |
| 5 | MRK |
Merck & Co., Inc.
|
11,904 | $1,529,664 | |
| 6 | PFE |
Pfizer Inc
|
62,835 | $1,513,066 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
10,093 | $1,275,149 | |
| 8 | AMGN |
Amgen Inc
|
2,977 | $1,078,031 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,416 | 3,812 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $543,331 | 3,557 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $216,180 | 1,568 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||