Essex LLC

Position in NVS — Novartis AG

CIK 1889147 DEER PARK, IL

Position in NVS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$235,080

-$139,157 QoQ

Shares Held

1,500

-38.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,247

of 1,603 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Essex LLC holds $15,676,950 across 8 Drug Manufacturers - General names. NVS ranks #7 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	22,708	$5,767,150
2	MRK	Merck & Co., Inc.	27,256	$3,502,396
3	LLY	ELI LILLY & Co	2,814	$3,375,196
4	PFE	Pfizer Inc	58,322	$1,404,393
5	ABBV	AbbVie Inc.	2,984	$750,893
6	AMGN	Amgen Inc	1,137	$411,730
7	NVS	Novartis AG This page	1,500	$235,080
8	NVO	Novo Nordisk A S	4,800	$230,112

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,080	1,500	-38.8%	Shares	Sole	2026-07-24
2026-03-31	$374,237	2,450	0.0%	Shares	Sole	2026-04-24
2025-12-31	$337,781	2,450	0.0%	Shares	Sole	2026-01-20
2025-09-30	$314,188	2,450	0.0%	Shares	Sole	2025-10-23
2025-06-30	$296,474	2,450	0.0%	Shares	Sole	2025-07-28
2025-03-31	$273,126	2,450	0.0%	Shares	Sole	2025-04-25
2024-12-31	$238,409	2,450	0.0%	Shares	Sole	2025-01-28
2024-09-30	$281,799	2,450	0.0%	Shares	Sole	2024-10-18
2024-06-30	$260,827	2,450	+4.3%	Shares	Sole	2024-07-23
2024-03-31	$227,315	2,350	0.0%	Shares	Sole	2024-05-03
2023-12-31	$237,279	2,350	0.0%	Shares	Sole	2024-01-29
2023-09-30	$239,371	2,350	0.0%	Shares	Sole	2023-10-16
2023-06-30	$237,138	2,350	0.0%	Shares	Sole	2023-07-31
2023-03-31	$216,200	2,350	0.0%	Shares	Sole	2023-05-02
2022-12-31	$213,192	2,350	0.0%	Shares	Sole	2023-01-31
2022-03-31	$206,212	2,350	0.0%	Shares	Sole	2022-04-20
2021-12-31	$205,554	2,350	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.