Balyasny Asset Management’s Novartis NVS Stock Holding History

Balyasny Asset 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
2019 Q2	–	Sell	-111,600	Closed	-$9.61M	–	1655
2019 Q1	$9.61M	Buy	+111,600	New	+$8.96M	0.06%	400

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

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 $871B AUM 31.28% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Balyasny Asset Management's NVS Position: Q1 2026 in Review

Balyasny Asset Management sold out of Novartis (NVS) in Q1 2026, closing a stake of 5,404 shares — an estimated $745K sold.

Balyasny Asset Management first reported a position in NVS in Q2 2013 and held it in 23 quarters. The position peaked at $111M in Q3 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Balyasny Asset Management reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
Balyasny Asset Management sold 5,404 Novartis shares in Q1 2026, an estimated $745K.
Balyasny Asset Management first reported a position in Novartis in Q2 2013 and held it in 23 quarters.
Balyasny Asset Management's Novartis position peaked at $111M in Q3 2025.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

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