Virginia Estate & Retirement Planning Advisors Inc.
PensionPosition in NVS — Novartis AG
CIK 2115327
GLEN ALLEN, VA
Position in NVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,664
+$68 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,579
of 1,603 holders
Holding Since
Mar 2026
2 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, 2026Virginia Estate & Retirement Planning Advisors Inc. holds $301,903 across 10 Drug Manufacturers - General names. NVS ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
343 | $87,111 | |
| 2 | ABBV |
AbbVie Inc.
|
338 | $85,054 | |
| 3 | PFE |
Pfizer Inc
|
2,114 | $50,905 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
441 | $25,410 | |
| 5 | AMGN |
Amgen Inc
|
49 | $17,743 | |
| 6 | MRK |
Merck & Co., Inc.
|
135 | $17,347 | |
| 7 | LLY |
ELI LILLY & Co
|
10 | $11,994 | |
| 8 | NVO |
Novo Nordisk A S
|
73 | $3,499 |
All Filings in NVS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,664 | 17 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,596 | 17 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||