Position in NVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,917,312
+$1,581,262 QoQ
Shares Held
12,234
+456.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#445
of 1,603 holders
Holding Since
Mar 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, 2026Wealth Group, Ltd. holds $25,900,793 across 8 Drug Manufacturers - General names. NVS ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,192 | $6,227,441 | |
| 2 | AMGN |
Amgen Inc
|
16,942 | $6,135,037 | |
| 3 | JNJ |
Johnson & Johnson
|
23,841 | $6,054,898 | |
| 4 | ABBV |
AbbVie Inc.
|
12,050 | $3,032,262 | |
| 5 | NVS |
Novartis AG
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|
12,234 | $1,917,312 | |
| 6 | MRK |
Merck & Co., Inc.
|
10,970 | $1,409,645 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
13,692 | $788,933 | |
| 8 | PFE |
Pfizer Inc
|
13,923 | $335,265 |
All Filings in NVS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,917,312 | 12,234 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $336,050 | 2,200 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $303,314 | 2,200 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $312,931 | 2,586 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $476,019 | 4,270 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $421,254 | 4,329 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $518,395 | 4,507 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $489,077 | 4,594 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $452,309 | 4,676 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||