Belvedere Trading
NVS icon

Belvedere Trading’s Novartis NVS Stock Holding History

Belvedere Trading’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
-8,516
Closed -$1.17M – 934
2025
Q4 		$1.17M Buy
8,516
+8,153
+2,246% +$1.07M ﹤0.01% 169
2025
Q3 		$46.6K Sell
363
-1
-0.3% -$122 ﹤0.01% 695
2025
Q2 		$44K Sell
364
-687
-65% -$77.4K ﹤0.01% 609
2025
Q1 		$117K Sell
1,051
-2,564
-71% -$273K ﹤0.01% 412
2024
Q4 		$352K Sell
3,615
-202
-5% -$21.5K ﹤0.01% 297
2024
Q3 		$439K Buy
3,817
+1,319
+53% +$150K ﹤0.01% 206
2024
Q2 		$266K Sell
2,498
-4,334
-63% -$435K ﹤0.01% 301
2024
Q1 		$661K Sell
6,832
-7,934
-54% -$813K ﹤0.01% 124
2023
Q4 		$1.49M Buy
+14,766
New +$1.43M ﹤0.01% 74

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

Belvedere Trading's NVS Position: Q1 2026 in Review

Belvedere Trading sold out of Novartis (NVS) in Q1 2026, closing a stake of 8,516 shares — an estimated $1.17M sold.

Belvedere Trading first reported a position in NVS in Q4 2023 and held it in 9 quarters. The position peaked at $1.49M in Q4 2023. 1,599 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Belvedere Trading reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Belvedere Trading sold 8,516 Novartis shares in Q1 2026, an estimated $1.17M.
  • Belvedere Trading first reported a position in Novartis in Q4 2023 and held it in 9 quarters.
  • Belvedere Trading's Novartis position peaked at $1.49M in Q4 2023.
  • 1,599 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Belvedere Trading's 13F filing for Q1 2026, filed 12 May 2026.