AQR Capital Management
NVS icon

AQR Capital Management’s Novartis NVS Stock Holding History

AQR Capital Management’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 		$35.7M Buy
233,871
+47,271
+25% +$7.25M 0.02% 830
2025
Q4 		$25.7M Buy
186,600
+50,641
+37% +$6.63M 0.01% 856
2025
Q3 		$17.4M Buy
135,959
+62,447
+85% +$7.62M 0.01% 893
2025
Q2 		$8.9M Buy
73,512
+50,939
+226% +$5.74M 0.01% 1013
2025
Q1 		$2.52M Buy
22,573
+11,444
+103% +$1.22M ﹤0.01% 1484
2024
Q4 		$1.08M Sell
11,129
-5,476
-33% -$584K ﹤0.01% 1845
2024
Q3 		$1.91M Buy
16,605
+6,903
+71% +$783K ﹤0.01% 1532
2024
Q2 		$1.03M Buy
9,702
+6,990
+258% +$702K ﹤0.01% 1737
2024
Q1 		$262K Buy
+2,712
New +$278K ﹤0.01% 2176

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management's NVS Position: Q1 2026 in Review

AQR Capital Management increased its Novartis (NVS) stake by 25% in Q1 2026, buying an estimated $7.25M and bringing the position to 233,871 shares worth $35.7M. The position accounts for 0.02% of the portfolio, ranked #830.

AQR Capital Management first reported a position in NVS in Q1 2024 and has held it in 9 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • AQR Capital Management held 233,871 shares of Novartis worth $35.7M as of Q1 2026.
  • AQR Capital Management bought 47,271 Novartis shares in Q1 2026, an estimated $7.25M.
  • Novartis made up 0.02% of AQR Capital Management's portfolio in Q1 2026, its #830 holding.
  • AQR Capital Management first reported a position in Novartis in Q1 2024 and has held it in 9 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

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