Position in NVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$207,810
+$5,264 QoQ
Shares Held
1,326
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,301
of 1,603 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026PlanVest Financial, Inc holds $1,935,353 across 13 Drug Manufacturers - General names. NVS ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
4,623 | $1,163,331 | |
| 2 | NVS |
Novartis AG
This page
|
1,326 | $207,810 | |
| 3 | JNJ |
Johnson & Johnson
|
599 | $152,128 | |
| 4 | MRK |
Merck & Co., Inc.
|
1,123 | $144,305 | |
| 5 | LLY |
ELI LILLY & Co
|
74 | $88,757 | |
| 6 | PFE |
Pfizer Inc
|
3,193 | $76,887 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
852 | $49,092 | |
| 8 | GSK |
GSK plc
|
340 | $17,822 |
All Filings in NVS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,810 | 1,326 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $202,546 | 1,326 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||