Position in NVS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$70,993
+$1,798 QoQ
Shares Held
453
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,407
of 1,603 holders
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $73,144,237 across 11 Drug Manufacturers - General names. NVS ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
70,456 | $25,513,525 | |
| 2 | PFE |
Pfizer Inc
|
1,014,187 | $24,421,622 | |
| 3 | ABBV |
AbbVie Inc.
|
27,537 | $6,929,410 | |
| 4 | MRK |
Merck & Co., Inc.
|
50,079 | $6,435,151 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
37,151 | $4,693,657 | |
| 6 | LLY |
ELI LILLY & Co
|
3,395 | $4,072,065 | |
| 7 | JNJ |
Johnson & Johnson
|
2,924 | $742,608 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
2,000 | $115,240 |
All Filings in NVS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,993 | 453 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $69,195 | 453 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $33,778 | 245 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $31,418 | 245 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $4,013 | 36 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,503 | 36 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,140 | 36 | Shares | Sole | 2024-11-06 | |
| 2023-03-31 | $17,756 | 193 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $19,762 | 260 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $21,977 | 260 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||