Position in NVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$496,802
-$170,715 QoQ
Shares Held
3,170
-27.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#889
of 1,603 holders
Holding Since
Dec 2023
11 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, 2026ALLEN WEALTH MANAGEMENT, LLC holds $8,004,217 across 7 Drug Manufacturers - General names. NVS ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
23,602 | $3,032,857 | |
| 2 | JNJ |
Johnson & Johnson
|
10,760 | $2,732,717 | |
| 3 | AMGN |
Amgen Inc
|
1,969 | $713,014 | |
| 4 | PFE |
Pfizer Inc
|
22,464 | $540,933 | |
| 5 | NVS |
Novartis AG
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|
3,170 | $496,802 | |
| 6 | ABBV |
AbbVie Inc.
|
1,125 | $283,095 | |
| 7 | NVO |
Novo Nordisk A S
|
4,272 | $204,799 |
All Filings in NVS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,802 | 3,170 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $667,517 | 4,370 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $630,065 | 4,570 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $534,760 | 4,170 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $549,990 | 4,545 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $599,093 | 5,374 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $522,943 | 5,374 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $665,735 | 5,788 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $605,544 | 5,688 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $529,500 | 5,474 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,567,155 | 15,521 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||