Position in NVS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$232,572
+$5,891 QoQ
Shares Held
1,484
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,250
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, 2026MFA Wealth Services holds $7,793,877 across 8 Drug Manufacturers - General names. NVS ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
6,409 | $2,320,827 | |
| 2 | LLY |
ELI LILLY & Co
|
1,507 | $1,807,541 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
7,719 | $975,218 | |
| 4 | ABBV |
AbbVie Inc.
|
3,401 | $855,827 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,305 | $810,192 | |
| 6 | JNJ |
Johnson & Johnson
|
2,247 | $570,670 | |
| 7 | NVS |
Novartis AG
This page
|
1,484 | $232,572 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
3,836 | $221,030 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,572 | 1,484 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $226,681 | 1,484 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $200,738 | 1,456 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||