ESSEX INVESTMENT MANAGEMENT CO LLC

Position in NVS — Novartis AG

CIK 201772 BOSTON, MA

Position in NVS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$293,850

+$7,444 QoQ

Shares Held

1,875

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,143

of 1,602 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

ESSEX INVESTMENT MANAGEMENT CO LLC holds $1,117,482 across 6 Drug Manufacturers - General names. NVS ranks #2 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	2,382	$604,956
2	NVS	Novartis AG This page	1,875	$293,850
3	MRK	Merck & Co., Inc.	1,132	$145,462
4	BMY	Bristol Myers Squibb Co	1,120	$64,534
5	SNY	Sanofi	200	$8,532
6	OGN	Organon & Co.	11	$148

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,850	1,875	0.0%	Shares	Sole	2026-08-06
2026-03-31	$286,406	1,875	-32.4%	Shares	Sole	2026-05-11
2025-12-31	$382,589	2,775	0.0%	Shares	Sole	2026-02-13
2025-09-30	$355,866	2,775	0.0%	Shares	Sole	2025-11-06
2025-06-30	$335,802	2,775	0.0%	Shares	Sole	2025-08-12
2025-03-31	$309,357	2,775	0.0%	Shares	Sole	2025-05-07
2024-12-31	$270,035	2,775	0.0%	Shares	Sole	2025-02-07
2024-09-30	$319,180	2,775	-23.4%	Shares	Sole	2024-10-10
2024-06-30	$385,917	3,625	0.0%	Shares	Sole	2024-08-12
2024-03-31	$350,646	3,625	0.0%	Shares	Sole	2024-05-03
2023-12-31	$366,016	3,625	0.0%	Shares	Sole	2024-02-08
2023-09-30	$369,242	3,625	-5.9%	Shares	Sole	2023-11-09
2023-06-30	$388,806	3,853	-4.2%	Shares	Sole	2023-08-14
2023-03-31	$370,116	4,023	0.0%	Shares	Sole	2023-05-04
2022-12-31	$364,966	4,023	-1.9%	Shares	Sole	2023-02-03
2022-09-30	$311,717	4,101	0.0%	Shares	Sole	2022-11-14
2022-06-30	$346,657	4,101	0.0%	Shares	Sole	2022-08-12
2022-03-31	$359,862	4,101	0.0%	Shares	Sole	2022-05-09
2021-12-31	$358,714	4,101	0.0%	Shares	Sole	2022-02-10
2021-09-30	$335,379	4,101	0.0%	Shares	Sole	2021-11-09
2021-06-30	$374,175	4,101	-23.0%	Shares	Sole	2021-08-12
2021-03-31	$455,266	5,326	0.0%	Shares	Sole	2021-05-12
2020-12-31	$502,934	5,326	-1.4%	Shares	Sole	2021-02-12
2020-09-30	$469,670	5,401	-2.7%	Shares	Sole	2020-11-12
2020-06-30	$484,737	5,550	0.0%	Shares	Sole	2020-08-04
2020-03-31	$457,597	5,550	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.