Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,433,043
+$557 QoQ
Shares Held
9,144
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#516
of 1,603 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Modern Wealth Management, LLC holds $76,294,407 across 14 Drug Manufacturers - General names. NVS ranks #10 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
17,517 | $21,010,414 | |
| 2 | ABBV |
AbbVie Inc.
|
79,725 | $20,061,996 | |
| 3 | JNJ |
Johnson & Johnson
|
57,332 | $14,560,605 | |
| 4 | MRK |
Merck & Co., Inc.
|
54,135 | $6,956,346 | |
| 5 | AMGN |
Amgen Inc
|
10,149 | $3,675,152 | |
| 6 | PFE |
Pfizer Inc
|
79,117 | $1,905,134 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
14,380 | $1,816,766 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
30,395 | $1,751,358 |
All Filings in NVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,433,043 | 9,144 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,432,486 | 9,378 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,384,350 | 10,041 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,266,751 | 9,878 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,153,948 | 9,536 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $864,524 | 7,755 | Shares | Other | 2025-06-02 | |
| 2024-09-30 | $205,999 | 1,791 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||