Position in NVS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$69,112
+$1,751 QoQ
Shares Held
441
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,410
of 1,603 holders
Holding Since
Jun 2025
5 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, 2026Harbor Asset Planning, Inc. holds $724,764 across 10 Drug Manufacturers - General names. NVS ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
200 | $239,886 | |
| 2 | JNJ |
Johnson & Johnson
|
929 | $235,937 | |
| 3 | ABBV |
AbbVie Inc.
|
313 | $78,763 | |
| 4 | NVS |
Novartis AG
This page
|
441 | $69,112 | |
| 5 | MRK |
Merck & Co., Inc.
|
285 | $36,621 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
247 | $31,205 | |
| 7 | PFE |
Pfizer Inc
|
850 | $20,467 | |
| 8 | AMGN |
Amgen Inc
|
25 | $9,053 |
All Filings in NVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,112 | 441 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $67,361 | 441 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $60,800 | 441 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $56,552 | 441 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $53,364 | 441 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||