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Bridgewater Advisors’s Novartis NVS Stock Holding History

Bridgewater Advisors’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 		$1.53M Sell
10,249
-870
-8% -$133K 0.09% 101
2025
Q4 		$1.61M Buy
11,119
+105
+1% +$13.8K 0.1% 96
2025
Q3 		$1.39M Sell
11,014
-62
-0.6% -$7.57K 0.1% 99
2025
Q2 		$1.3M Buy
11,076
+67
+0.6% +$7.55K 0.1% 102
2025
Q1 		$1.25M Sell
11,009
-324
-3% -$34.5K 0.11% 98
2024
Q4 		$1.13M Sell
11,333
-90
-0.8% -$9.6K 0.12% 78
2024
Q3 		$1.26M Buy
11,423
+226
+2% +$25.6K 0.13% 82
2024
Q2 		$1.23M Buy
+11,197
New +$1.12M 0.15% 80
2014
Q2 		$294K Buy
3,625
+43
+1% +$3.38K 0.25% 67
2014
Q1 		$273K Buy
3,582
+189
+6% +$13.8K 0.27% 65
2013
Q4 		$244K Buy
+3,393
New +$236K 0.25% 68

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

Bridgewater Advisors's NVS Position: Q1 2026 in Review

Bridgewater Advisors reduced its Novartis (NVS) stake by 7.8% in Q1 2026, selling an estimated $133K and leaving 10,249 shares worth $1.53M. The position accounts for 0.09% of the portfolio, ranked #101.

Bridgewater Advisors first reported a position in NVS in Q4 2013 and has held it in 11 quarters since. The position peaked at $1.61M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Bridgewater Advisors held 10,249 shares of Novartis worth $1.53M as of Q1 2026.
  • Bridgewater Advisors sold 870 Novartis shares in Q1 2026, an estimated $133K.
  • Novartis made up 0.09% of Bridgewater Advisors's portfolio in Q1 2026, its #101 holding.
  • Bridgewater Advisors first reported a position in Novartis in Q4 2013 and has held it in 11 quarters since.
  • Bridgewater Advisors's Novartis position peaked at $1.61M in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.