Position in NVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,509,527
+$54,125 QoQ
Shares Held
9,632
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#505
of 1,603 holders
Holding Since
Jun 2020
25 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, 2026PDS Planning, Inc holds $51,175,189 across 14 Drug Manufacturers - General names. NVS ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
108,761 | $27,368,618 | |
| 2 | LLY |
ELI LILLY & Co
|
7,599 | $9,114,469 | |
| 3 | JNJ |
Johnson & Johnson
|
19,261 | $4,891,716 | |
| 4 | MRK |
Merck & Co., Inc.
|
17,830 | $2,291,155 | |
| 5 | NVS |
Novartis AG
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|
9,632 | $1,509,527 | |
| 6 | AZN |
Astrazeneca PLC
|
6,926 | $1,313,308 | |
| 7 | AMGN |
Amgen Inc
|
3,399 | $1,230,845 | |
| 8 | PFE |
Pfizer Inc
|
31,747 | $764,467 |
All Filings in NVS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,509,527 | 9,632 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,455,402 | 9,528 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,313,211 | 9,525 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,213,022 | 9,459 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,097,439 | 9,069 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $991,837 | 8,897 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $777,506 | 7,990 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $933,042 | 8,112 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $860,090 | 8,079 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $751,108 | 7,765 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $777,771 | 7,703 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $756,412 | 7,426 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $681,546 | 6,754 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $481,160 | 5,230 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $241,496 | 2,662 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $212,828 | 2,800 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $303,209 | 3,587 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $281,063 | 3,203 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $222,348 | 2,542 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $238,715 | 2,919 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $271,712 | 2,978 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $233,360 | 2,730 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $228,142 | 2,416 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $217,573 | 2,502 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $218,000 | 2,496 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||