Position in NVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$462,010
-$128,979 QoQ
Shares Held
2,948
-23.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#925
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, 2026SPWM Advisors LLC holds $777,385 across 2 Drug Manufacturers - General names. NVS ranks #1 (59.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
This page
|
2,948 | $462,010 | |
| 2 | PFE |
Pfizer Inc
|
13,097 | $315,375 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,010 | 2,948 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $590,989 | 3,869 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $699,690 | 5,075 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||