Position in NVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$50,150
-$6,978 QoQ
Shares Held
320
-14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,430
of 1,603 holders
Holding Since
Sep 2025
4 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, 2026Essential Partners LLC holds $4,144,626 across 14 Drug Manufacturers - General names. NVS ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
10,044 | $1,290,654 | |
| 2 | BMY |
Bristol Myers Squibb Co
|
17,545 | $1,010,942 | |
| 3 | JNJ |
Johnson & Johnson
|
2,596 | $659,306 | |
| 4 | LLY |
ELI LILLY & Co
|
371 | $444,988 | |
| 5 | BIIB |
Biogen Inc.
|
1,355 | $292,761 | |
| 6 | PFE |
Pfizer Inc
|
10,101 | $243,232 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
515 | $65,065 | |
| 8 | NVS |
Novartis AG
This page
|
320 | $50,150 |
All Filings in NVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,150 | 320 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $57,128 | 374 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $44,118 | 320 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $21,159 | 165 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||