Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$208,591
New position
Shares Held
1,331
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,298
of 1,603 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $4,423,416 across 14 Drug Manufacturers - General names. NVS ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
6,906 | $1,737,798 | |
| 2 | JNJ |
Johnson & Johnson
|
2,587 | $656,996 | |
| 3 | LLY |
ELI LILLY & Co
|
455 | $545,719 | |
| 4 | AMGN |
Amgen Inc
|
1,120 | $405,563 | |
| 5 | MRK |
Merck & Co., Inc.
|
2,304 | $296,053 | |
| 6 | NVS |
Novartis AG
This page
|
1,331 | $208,591 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
2,749 | $158,386 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,014 | $128,096 |
All Filings in NVS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,591 | 1,331 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||