Position in NVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$25,545
+$21,727 QoQ
Shares Held
163
+552.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,481
of 1,602 holders
Holding Since
Jun 2025
4 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $1,132,862 across 13 Drug Manufacturers - General names. NVS ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
359 | $430,595 | |
| 2 | JNJ |
Johnson & Johnson
|
1,188 | $301,716 | |
| 3 | ABBV |
AbbVie Inc.
|
735 | $184,955 | |
| 4 | MRK |
Merck & Co., Inc.
|
876 | $112,566 | |
| 5 | PFE |
Pfizer Inc
|
1,264 | $30,437 | |
| 6 | NVS |
Novartis AG
This page
|
163 | $25,545 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
283 | $16,306 | |
| 8 | AMGN |
Amgen Inc
|
30 | $10,863 |
All Filings in NVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,545 | 163 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,818 | 25 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,446 | 25 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $96,808 | 800 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||