Position in NVS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$522,974
+$13,248 QoQ
Shares Held
3,337
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#864
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, 2026CPWA, LLC holds $3,307,071 across 7 Drug Manufacturers - General names. NVS ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
2,883 | $732,195 | |
| 2 | LLY |
ELI LILLY & Co
|
598 | $717,259 | |
| 3 | NVS |
Novartis AG
This page
|
3,337 | $522,974 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,037 | $518,754 | |
| 5 | ABBV |
AbbVie Inc.
|
1,349 | $339,462 | |
| 6 | PFE |
Pfizer Inc
|
10,879 | $261,966 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
3,722 | $214,461 |
All Filings in NVS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,974 | 3,337 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $509,726 | 3,337 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||