Position in NVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,571,274
-$67,733 QoQ
Shares Held
10,026
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
8.18%
of 13F equity value
Holder Rank
#489
of 1,603 holders
Holding Since
Jun 2024
9 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, 2026Solutions 4 Wealth, Ltd holds $1,988,038 across 2 Drug Manufacturers - General names. NVS ranks #1 (79.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
This page
|
10,026 | $1,571,274 | |
| 2 | JNJ |
Johnson & Johnson
|
1,641 | $416,764 |
All Filings in NVS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,571,274 | 10,026 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,639,007 | 10,730 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,821,814 | 13,214 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,694,563 | 13,214 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,599,147 | 13,215 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,473,208 | 13,215 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,344,532 | 13,817 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,589,231 | 13,817 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,581,356 | 14,854 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||