Position in NVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,406,718
+$20,818 QoQ
Shares Held
8,976
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#522
of 1,603 holders
Holding Since
Mar 2020
26 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, 2026Essex Financial Services, Inc. holds $71,369,097 across 13 Drug Manufacturers - General names. NVS ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
22,725 | $27,257,049 | |
| 2 | JNJ |
Johnson & Johnson
|
60,120 | $15,268,676 | |
| 3 | ABBV |
AbbVie Inc.
|
35,746 | $8,995,123 | |
| 4 | MRK |
Merck & Co., Inc.
|
43,212 | $5,552,742 | |
| 5 | PFE |
Pfizer Inc
|
185,560 | $4,468,284 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
51,332 | $2,957,749 | |
| 7 | AMGN |
Amgen Inc
|
6,773 | $2,452,638 | |
| 8 | NVS |
Novartis AG
This page
|
8,976 | $1,406,718 |
All Filings in NVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,406,718 | 8,976 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,385,900 | 9,073 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,229,938 | 8,921 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,143,644 | 8,918 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $917,376 | 7,581 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $803,547 | 7,208 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $684,770 | 7,037 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $807,440 | 7,020 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $894,370 | 8,401 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $604,272 | 6,247 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $646,813 | 6,406 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $670,340 | 6,581 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $681,747 | 6,756 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $689,724 | 7,497 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $671,781 | 7,405 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $562,778 | 7,404 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $660,940 | 7,819 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $710,073 | 8,092 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $726,350 | 8,304 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $639,764 | 7,823 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $615,322 | 6,744 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $576,477 | 6,744 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $717,479 | 7,598 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $491,845 | 5,656 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $414,253 | 4,743 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $426,761 | 5,176 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||