Position in NVS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$472,040
New position
Shares Held
3,012
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#911
of 1,603 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $5,858,722 across 7 Drug Manufacturers - General names. NVS ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,911 | $2,292,110 | |
| 2 | ABBV |
AbbVie Inc.
|
5,697 | $1,433,593 | |
| 3 | JNJ |
Johnson & Johnson
|
2,952 | $749,719 | |
| 4 | NVS |
Novartis AG
This page
|
3,012 | $472,040 | |
| 5 | AZN |
Astrazeneca PLC
|
2,136 | $405,028 | |
| 6 | MRK |
Merck & Co., Inc.
|
2,167 | $278,459 | |
| 7 | AMGN |
Amgen Inc
|
629 | $227,773 |
All Filings in NVS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,040 | 3,012 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||