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Aquatic Capital Management’s Novartis NVS Stock Holding History

Aquatic 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 		– Sell
-90,973
Closed -$12.5M – 1687
2025
Q4 		$12.5M Buy
90,973
+65,074
+251% +$8.52M 0.36% 62
2025
Q3 		$3.32M Sell
25,899
-7,341
-22% -$896K 0.06% 370
2025
Q2 		$4.02M Buy
+33,240
New +$3.75M 0.08% 291
2025
Q1 		– Sell
-84,920
Closed -$8.26M – 1528
2024
Q4 		$8.26M Buy
84,920
+3,920
+5% +$418K 0.22% 115
2024
Q3 		$9.32M Buy
81,000
+61,800
+322% +$7.01M 0.24% 105
2024
Q2 		$2.04M Buy
+19,200
New +$1.93M 0.08% 262
2023
Q3 		– Sell
-16,600
Closed -$1.68M – 1524
2023
Q2 		$1.68M Sell
16,600
-30,200
-65% -$3.02M 0.09% 234
2023
Q1 		$4.31M Buy
+46,800
New +$4.09M 0.27% 103
2022
Q4 		– Sell
-56,400
Closed -$4.29M – 1679
2022
Q3 		$4.29M Buy
56,400
+48,600
+623% +$4.03M 0.42% 54
2022
Q2 		$659K Buy
7,800
+7,700
+7,700% +$676K 0.21% 128
2022
Q1 		$9K Sell
100
-100
-50% -$8.66K 0.01% 687
2021
Q4 		$17K Buy
+200
New +$16.6K 0.03% 649

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

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

Aquatic Capital Management sold out of Novartis (NVS) in Q1 2026, closing a stake of 90,973 shares — an estimated $12.5M sold.

Aquatic Capital Management first reported a position in NVS in Q4 2021 and held it in 12 quarters. The position peaked at $12.5M in Q4 2025. 1,601 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Aquatic Capital Management reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 90,973 Novartis shares in Q1 2026, an estimated $12.5M.
  • Aquatic Capital Management first reported a position in Novartis in Q4 2021 and held it in 12 quarters.
  • Aquatic Capital Management's Novartis position peaked at $12.5M in Q4 2025.
  • 1,601 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

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