Position in NVS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$286,014
+$7,246 QoQ
Shares Held
1,825
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,157
of 1,603 holders
Holding Since
Dec 2025
3 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, 2026Welch Financial Planning, LLC holds $1,752,850 across 4 Drug Manufacturers - General names. NVS ranks #4 (16.3% of the industry book) .
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,014 | 1,825 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $278,768 | 1,825 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $251,612 | 1,825 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||