Position in NVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$438,189
+$11,100 QoQ
Shares Held
2,796
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#951
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, 2026Flywheel Private Wealth LLC holds $2,761,911 across 7 Drug Manufacturers - General names. NVS ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
3,356 | $852,323 | |
| 2 | AMGN |
Amgen Inc
|
1,245 | $450,839 | |
| 3 | NVS |
Novartis AG
This page
|
2,796 | $438,189 | |
| 4 | PFE |
Pfizer Inc
|
13,015 | $313,401 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
1,980 | $250,153 | |
| 6 | MRK |
Merck & Co., Inc.
|
1,783 | $229,115 | |
| 7 | LLY |
ELI LILLY & Co
|
190 | $227,891 |
All Filings in NVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,189 | 2,796 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $427,089 | 2,796 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $385,484 | 2,796 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $358,687 | 2,797 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $338,464 | 2,797 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $311,809 | 2,797 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $272,176 | 2,797 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||