Position in NVS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$18,806
-$29,448 QoQ
Shares Held
120
-65.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,496
of 1,603 holders
Holding Since
Mar 2023
13 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $5,335,672 across 14 Drug Manufacturers - General names. NVS ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,388 | $1,664,808 | |
| 2 | JNJ |
Johnson & Johnson
|
6,348 | $1,612,201 | |
| 3 | ABBV |
AbbVie Inc.
|
5,109 | $1,285,628 | |
| 4 | MRK |
Merck & Co., Inc.
|
2,212 | $284,242 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
1,235 | $156,029 | |
| 6 | AMGN |
Amgen Inc
|
315 | $114,067 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
1,417 | $81,647 | |
| 8 | BIIB |
Biogen Inc.
|
223 | $48,181 |
All Filings in NVS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,806 | 120 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $48,254 | 350 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $44,884 | 350 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $42,353 | 350 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $39,018 | 350 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $34,058 | 350 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $40,257 | 350 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $37,261 | 350 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $33,855 | 350 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $35,339 | 350 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $35,651 | 350 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $35,318 | 350 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $32,200 | 350 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||