Position in NVS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,659,664
-$45,331 QoQ
Shares Held
10,590
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#479
of 1,602 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $61,133,825 across 14 Drug Manufacturers - General names. NVS ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
11,000 | $13,193,731 | |
| 2 | JNJ |
Johnson & Johnson
|
46,596 | $11,833,986 | |
| 3 | ABBV |
AbbVie Inc.
|
39,038 | $9,823,522 | |
| 4 | MRK |
Merck & Co., Inc.
|
67,467 | $8,669,509 | |
| 5 | AMGN |
Amgen Inc
|
18,256 | $6,610,862 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
21,878 | $2,764,066 | |
| 7 | NVS |
Novartis AG
This page
|
10,590 | $1,659,664 | |
| 8 | AZN |
Astrazeneca PLC
|
8,616 | $1,633,765 |
All Filings in NVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,659,664 | 10,590 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,704,995 | 11,162 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,441,017 | 10,452 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,308,817 | 10,206 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $981,391 | 8,110 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $642,013 | 5,759 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $334,162 | 3,434 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||