Position in NVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$148,413
New position
Shares Held
947
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#516
of 649 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, 2026Allied Private Wealth LLC holds $3,721,675 across 16 Drug Manufacturers - General names. NVS ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
800 | $959,544 | |
| 2 | ABBV |
AbbVie Inc.
|
3,490 | $878,223 | |
| 3 | JNJ |
Johnson & Johnson
|
2,144 | $544,511 | |
| 4 | NVO |
Novo Nordisk A S
|
9,681 | $464,107 | |
| 5 | MRK |
Merck & Co., Inc.
|
1,260 | $161,910 | |
| 6 | NVS |
Novartis AG
This page
|
947 | $148,413 | |
| 7 | AMGN |
Amgen Inc
|
402 | $145,572 | |
| 8 | PFE |
Pfizer Inc
|
5,778 | $139,134 |
All Filings in NVS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,413 | 947 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||