Position in NVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$286,014
+$7,246 QoQ
Shares Held
1,825
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,158
of 1,603 holders
Holding Since
Mar 2025
6 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, 2026Trace Wealth Advisors, LLC holds $2,300,953 across 5 Drug Manufacturers - General names. NVS ranks #4 (12.4% of the industry book) .
All Filings in NVS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,014 | 1,825 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $278,768 | 1,825 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $251,612 | 1,825 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $234,038 | 1,825 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $220,843 | 1,825 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $203,451 | 1,825 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||