Belvedere Trading
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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
-26,200
Closed -$3.61M – 935
2025
Q4 		$3.61M Buy
+26,200
New +$3.43M ﹤0.01% 97
2025
Q1 		– Sell
-100
Closed -$10.5K – 878
2024
Q4 		$10.5K Hold
100
– – ﹤0.01% 722
2024
Q3 		$12.3K Hold
100
– – ﹤0.01% 627
2024
Q2 		$11.4K Buy
+100
New +$10K ﹤0.01% 589
2023
Q1 		– Sell
-500
Closed -$45.4K – 1293
2022
Q4 		$45.4K Buy
+500
New +$42.1K ﹤0.01% 664

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

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. 1,592 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.
  • 1,592 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.