Alyeska Investment Group’s Novartis NVS Stock Holding History

Alyeska Investment Group’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
2025 Q2	–	Sell	-11,722	Closed	-$1.31M	–	640
2025 Q1	$1.31M	Buy	+11,722	New	+$1.25M	0.01%	430
2024 Q2	–	Sell	-20,321	Closed	-$1.97M	–	641
2024 Q1	$1.97M	Sell	20,321 -735,078	-97%	-$75.4M	0.01%	377
2023 Q4	$76.3M	Buy	+755,399	New	+$72.9M	0.51%	60
2020 Q1	–	Sell	-633,696	Closed	-$60M	–	443
2019 Q4	$60M	Buy	633,696 +107,486	+20%	+$9.64M	0.79%	34
2019 Q3	$45.7M	Sell	526,210 -43,240	-8%	-$3.88M	0.66%	50
2019 Q2	$52M	Sell	569,450 -73,346	-11%	-$6.21M	0.67%	44
2019 Q1	$55.4M	Sell	642,796 -53,319	-8%	-$4.28M	0.73%	42
2018 Q4	$53.5M	Sell	696,115 -181,397	-21%	-$14.1M	0.78%	32
2018 Q3	$67.7M	Buy	+877,512	New	+$64.9M	0.74%	42

Other funds holding NVS

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alyeska Investment Group's NVS Position: Q2 2025 in Review

Alyeska Investment Group sold out of Novartis (NVS) in Q2 2025, closing a stake of 11,722 shares — an estimated $1.31M sold.

Alyeska Investment Group first reported a position in NVS in Q3 2018 and held it in 9 quarters. The position peaked at $76.3M in Q4 2023. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Alyeska Investment Group reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
Alyeska Investment Group sold 11,722 Novartis shares in Q2 2025, an estimated $1.31M.
Alyeska Investment Group first reported a position in Novartis in Q3 2018 and held it in 9 quarters.
Alyeska Investment Group's Novartis position peaked at $76.3M in Q4 2023.
1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Alyeska Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.