Adage Capital Partners
NVS icon

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
Q2 		$38.5M Sell
245,557
-12,443
-5% -$1.87M 0.05% 341
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Adage Capital Partners's NVS Position: Q2 2026 in Review

Adage Capital Partners reduced its Novartis (NVS) stake by 4.8% in Q2 2026, selling an estimated $1.87M and leaving 245,557 shares worth $38.5M. The position accounts for 0.05% of the portfolio, ranked #341.

Adage Capital Partners first reported a position in NVS in Q3 2013 and has held it in 17 quarters since. The position peaked at $39.8M in Q4 2023. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Adage Capital Partners held 245,557 shares of Novartis worth $38.5M as of Q2 2026.
  • Adage Capital Partners sold 12,443 Novartis shares in Q2 2026, an estimated $1.87M.
  • Novartis made up 0.05% of Adage Capital Partners's portfolio in Q2 2026, its #341 holding.
  • Adage Capital Partners first reported a position in Novartis in Q3 2013 and has held it in 17 quarters since.
  • Adage Capital Partners's Novartis position peaked at $39.8M in Q4 2023.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.