PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
Position in NVS — Novartis AG
CIK 2026926
MINNEAPOLIS, MN
Position in NVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,922,984
-$432,933 QoQ
Shares Held
18,651
-15.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#353
of 1,603 holders
Holding Since
Dec 2024
7 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, 2026PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC holds $42,908,567 across 9 Drug Manufacturers - General names. NVS ranks #7 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
52,427 | $13,314,885 | |
| 2 | LLY |
ELI LILLY & Co
|
7,918 | $9,497,087 | |
| 3 | AMGN |
Amgen Inc
|
14,946 | $5,412,245 | |
| 4 | ABBV |
AbbVie Inc.
|
15,689 | $3,947,979 | |
| 5 | AZN |
Astrazeneca PLC
|
20,406 | $3,869,385 | |
| 6 | MRK |
Merck & Co., Inc.
|
25,951 | $3,334,703 | |
| 7 | NVS |
Novartis AG
This page
|
18,651 | $2,922,984 | |
| 8 | NVO |
Novo Nordisk A S
|
7,120 | $341,332 |
All Filings in NVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,922,984 | 18,651 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,355,917 | 21,970 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,137,093 | 22,754 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,977,476 | 23,218 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,835,748 | 23,434 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,662,699 | 23,885 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,017,820 | 20,736 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||