Position in NVS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,121,048
-$471,119 QoQ
Shares Held
13,534
-20.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#414
of 1,603 holders
Holding Since
Dec 2021
16 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, 2026FSB PREMIER WEALTH MANAGEMENT, INC. holds $7,731,577 across 11 Drug Manufacturers - General names. NVS ranks #1 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
This page
|
13,534 | $2,121,048 | |
| 2 | SNY |
Sanofi
|
28,290 | $1,206,851 | |
| 3 | JNJ |
Johnson & Johnson
|
3,956 | $1,004,705 | |
| 4 | AMGN |
Amgen Inc
|
2,273 | $823,098 | |
| 5 | LLY |
ELI LILLY & Co
|
542 | $650,091 | |
| 6 | ABBV |
AbbVie Inc.
|
1,978 | $497,743 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
6,061 | $349,234 | |
| 8 | MRK |
Merck & Co., Inc.
|
2,238 | $287,583 |
All Filings in NVS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,121,048 | 13,534 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,592,167 | 16,970 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,373,983 | 17,219 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,064,407 | 16,098 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,733,347 | 14,324 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,347,570 | 12,088 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,099,116 | 11,295 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,081,072 | 9,399 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $811,863 | 7,626 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $481,231 | 4,975 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $411,755 | 4,078 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $299,672 | 2,942 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $255,504 | 2,532 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $242,512 | 2,636 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $225,711 | 2,488 | Shares | Sole | 2023-02-06 | |
| 2021-12-31 | $136,978 | 1,566 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||