Adage Capital Partners’s Novartis NVS Stock Holding History

Adage Capital Partners’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.4M	Buy	258,000 +157,812	+158%	+$24.2M	0.06%	300
2025 Q4	$13.8M	Sell	100,188 -110,000	-52%	-$14.4M	0.02%	591
2025 Q3	$27M	Buy	210,188 +195,707	+1,351%	+$23.9M	0.04%	385
2025 Q2	$1.75M	Buy	+14,481	New	+$1.63M	﹤0.01%	770
2024 Q2	–	Sell	-323,549	Closed	-$31.3M	–	923
2024 Q1	$31.3M	Sell	323,549 -70,923	-18%	-$7.27M	0.06%	343
2023 Q4	$39.8M	Buy	394,472 +82,500	+26%	+$7.96M	0.08%	249
2023 Q3	$31.8M	Buy	311,972 +73,564	+31%	+$7.47M	0.07%	282
2023 Q2	$24.1M	Buy	238,408 +106,424	+81%	+$10.6M	0.05%	358
2023 Q1	$12.1M	Buy	+131,984	New	+$11.5M	0.03%	567
2020 Q1	–	Sell	-125,000	Closed	-$11.8M	–	772
2019 Q4	$11.8M	Buy	+125,000	New	+$11.2M	0.03%	510
2019 Q2	–	Sell	-111,600	Closed	-$9.61M	–	747
2019 Q1	$9.61M	Sell	111,600 -111,600	-50%	-$8.96M	0.02%	533
2018 Q4	$17.2M	Buy	+223,200	New	+$17.4M	0.05%	371
2015 Q2	–	Sell	-111,600	Closed	-$9.86M	–	753
2015 Q1	$9.86M	Sell	111,600 -55,800	-33%	-$4.95M	0.02%	554
2014 Q4	$13.9M	Buy	+167,400	New	+$13.9M	0.03%	484
2014 Q1	–	Sell	-223,200	Closed	-$16.1M	–	719
2013 Q4	$16.1M	Buy	223,200 +55,800	+33%	+$3.88M	0.04%	442
2013 Q3	$11.5M	Buy	+167,400	New	+$11.1M	0.03%	484

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Adage Capital Partners's NVS Position: Q1 2026 in Review

Adage Capital Partners increased its Novartis (NVS) stake by 158% in Q1 2026, buying an estimated $24.2M and bringing the position to 258,000 shares worth $39.4M. The position accounts for 0.06% of the portfolio, ranked #300.

Adage Capital Partners first reported a position in NVS in Q3 2013 and has held it in 16 quarters since. The position peaked at $39.8M in Q4 2023. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Adage Capital Partners held 258,000 shares of Novartis worth $39.4M as of Q1 2026.
Adage Capital Partners bought 157,812 Novartis shares in Q1 2026, an estimated $24.2M.
Novartis made up 0.06% of Adage Capital Partners's portfolio in Q1 2026, its #300 holding.
Adage Capital Partners first reported a position in Novartis in Q3 2013 and has held it in 16 quarters since.
Adage Capital Partners's Novartis position peaked at $39.8M in Q4 2023.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.