C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Position in NVS — Novartis AG
CIK 1965756
Westlake, OH
Position in NVS
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$507,893
+$52,095 QoQ
Shares Held
3,325
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors holds $11,231,670 across 7 Drug Manufacturers - General names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
20,281 | $5,103,510 | |
| 2 | JNJ |
Johnson & Johnson
|
7,826 | $1,987,569 | |
| 3 | LLY |
ELI LILLY & Co
|
1,374 | $1,648,016 | |
| 4 | MRK |
Merck & Co., Inc.
|
6,782 | $871,487 | |
| 5 | PFE |
Pfizer Inc
|
32,587 | $784,694 | |
| 6 | AMGN |
Amgen Inc
|
1,561 | $565,269 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,146 | $271,125 |
All Filings in NVS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $507,893 | 3,325 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $455,798 | 3,306 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $454,482 | 3,544 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $426,802 | 3,527 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $383,045 | 3,436 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $334,357 | 3,436 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $471,236 | 4,097 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $586,275 | 5,507 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $792,799 | 8,196 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $357,029 | 3,536 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $354,982 | 3,485 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $349,955 | 3,468 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $301,392 | 3,276 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $297,198 | 3,276 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||