Position in NVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$358,418
+$103,326 QoQ
Shares Held
2,287
+36.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,038
of 1,603 holders
Holding Since
Mar 2026
2 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, 2026SUMMIT WEALTH GROUP LLC / CO holds $8,250,564 across 11 Drug Manufacturers - General names. NVS ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,222 | $2,665,133 | |
| 2 | JNJ |
Johnson & Johnson
|
5,881 | $1,493,597 | |
| 3 | ABBV |
AbbVie Inc.
|
3,165 | $796,440 | |
| 4 | AMGN |
Amgen Inc
|
2,129 | $770,953 | |
| 5 | MRK |
Merck & Co., Inc.
|
5,779 | $742,601 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,134 | $395,949 | |
| 7 | NVS |
Novartis AG
This page
|
2,287 | $358,418 | |
| 8 | PFE |
Pfizer Inc
|
11,625 | $279,930 |
All Filings in NVS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,418 | 2,287 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $255,092 | 1,670 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||