Position in NVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$99,830
+$23,455 QoQ
Shares Held
637
+27.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,378
of 1,603 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $3,356,958 across 12 Drug Manufacturers - General names. NVS ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
5,052 | $1,283,056 | |
| 2 | PFE |
Pfizer Inc
|
17,084 | $411,382 | |
| 3 | ABBV |
AbbVie Inc.
|
1,565 | $393,816 | |
| 4 | OGN |
Organon & Co.
|
25,758 | $348,763 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
2,619 | $330,884 | |
| 6 | MRK |
Merck & Co., Inc.
|
1,532 | $196,862 | |
| 7 | AMGN |
Amgen Inc
|
519 | $187,940 | |
| 8 | NVS |
Novartis AG
This page
|
637 | $99,830 |
All Filings in NVS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,830 | 637 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $76,375 | 500 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $68,935 | 500 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $64,120 | 500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $60,505 | 500 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $55,740 | 500 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $48,655 | 500 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $57,510 | 500 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $53,230 | 500 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $48,365 | 500 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $56,038 | 555 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $50,930 | 500 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||