Position in NVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$70,524
+$5,312 QoQ
Shares Held
450
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,408
of 1,603 holders
Holding Since
Sep 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, 2026United Financial Planning Group LLC holds $3,307,839 across 13 Drug Manufacturers - General names. NVS ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
11,412 | $2,871,715 | |
| 2 | LLY |
ELI LILLY & Co
|
74 | $88,757 | |
| 3 | JNJ |
Johnson & Johnson
|
339 | $86,095 | |
| 4 | NVS |
Novartis AG
This page
|
450 | $70,524 | |
| 5 | MRK |
Merck & Co., Inc.
|
469 | $60,266 | |
| 6 | AMGN |
Amgen Inc
|
111 | $40,195 | |
| 7 | AZN |
Astrazeneca PLC
|
111 | $21,047 | |
| 8 | NVO |
Novo Nordisk A S
|
409 | $19,607 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,524 | 450 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $65,212 | 473 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $57,708 | 450 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||