Position in NVS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,349,829
-$1,456,188 QoQ
Shares Held
8,613
-53.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#538
of 1,602 holders
Holding Since
Jun 2025
5 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, 2026Abacus Wealth Partners, LLC holds $15,909,181 across 13 Drug Manufacturers - General names. NVS ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
17,810 | $4,523,205 | |
| 2 | ABBV |
AbbVie Inc.
|
8,029 | $2,020,417 | |
| 3 | LLY |
ELI LILLY & Co
|
1,508 | $1,808,740 | |
| 4 | MRK |
Merck & Co., Inc.
|
11,511 | $1,479,163 | |
| 5 | NVS |
Novartis AG
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|
8,613 | $1,349,829 | |
| 6 | BIIB |
Biogen Inc.
|
4,808 | $1,038,816 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
6,107 | $771,558 | |
| 8 | NVO |
Novo Nordisk A S
|
15,818 | $758,314 |
All Filings in NVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,349,829 | 8,613 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,806,017 | 18,370 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,494,619 | 18,094 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $226,471 | 1,766 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $240,930 | 1,991 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||