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 $295B AUM 31.6% 1-Year Est. Return

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

Goldman Sachs New York $761B 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 New York $5.7T AUM 30.48% 1-Year Est. Return