Position in NVS
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$202,699
New position
Shares Held
1,327
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Drug Manufacturers - General
Healthcare · as of Mar 31, 2026Pathfinder Wealth Consulting, Inc. holds $5,989,103 across 8 Drug Manufacturers - General names. NVS ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,659 | $2,445,668 | |
| 2 | JNJ |
Johnson & Johnson
|
4,828 | $1,180,156 | |
| 3 | ABBV |
AbbVie Inc.
|
3,710 | $806,887 | |
| 4 | PFE |
Pfizer Inc
|
15,980 | $448,718 | |
| 5 | AMGN |
Amgen Inc
|
1,125 | $395,831 | |
| 6 | GSK |
GSK plc
|
4,647 | $256,467 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
1,813 | $252,677 | |
| 8 | NVS |
Novartis AG
This page
|
1,327 | $202,699 |
All Filings in NVS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,699 | 1,327 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||