Position in NVS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$11,283
+$3,646 QoQ
Shares Held
72
+44.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,533
of 1,603 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Dogwood Wealth Management LLC holds $1,713,767 across 14 Drug Manufacturers - General names. NVS ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
746 | $894,774 | |
| 2 | JNJ |
Johnson & Johnson
|
1,639 | $416,256 | |
| 3 | MRK |
Merck & Co., Inc.
|
1,030 | $132,355 | |
| 4 | ABBV |
AbbVie Inc.
|
483 | $121,542 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
340 | $42,955 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
597 | $34,399 | |
| 7 | AMGN |
Amgen Inc
|
93 | $33,677 | |
| 8 | PFE |
Pfizer Inc
|
498 | $11,991 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,283 | 72 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $7,637 | 50 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,033 | 22 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||