Position in NVS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$548,049
+$160,217 QoQ
Shares Held
3,497
+37.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#850
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, 202655 North Private Wealth, LLC holds $6,316,811 across 10 Drug Manufacturers - General names. NVS ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,257 | $1,507,683 | |
| 2 | JNJ |
Johnson & Johnson
|
5,813 | $1,476,327 | |
| 3 | ABBV |
AbbVie Inc.
|
3,124 | $786,123 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,275 | $549,337 | |
| 5 | NVS |
Novartis AG
This page
|
3,497 | $548,049 | |
| 6 | AZN |
Astrazeneca PLC
|
2,374 | $450,157 | |
| 7 | AMGN |
Amgen Inc
|
957 | $346,548 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,844 | $232,970 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,049 | 3,497 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $387,832 | 2,539 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $293,525 | 2,129 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||