Citigroup
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Citigroup’s Novartis NVS Stock Holding History

Citigroup’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
2023
Q3 		– Sell
-98,100
Closed -$9.9M – 5751
2023
Q2 		$9.9M Buy
+98,100
New +$9.81M 0.01% 1146
2021
Q1 		– Sell
-133,700
Closed -$12.6M – 7044
2020
Q4 		$12.6M Sell
133,700
-11,700
-8% -$1.02M 0.01% 1369
2020
Q3 		$12.6M Sell
145,400
-39,700
-21% -$3.44M 0.01% 1196
2020
Q2 		$16.2M Buy
185,100
+26,100
+16% +$2.25M 0.01% 960
2020
Q1 		$13.1M Sell
159,000
-19,200
-11% -$1.71M 0.01% 978
2019
Q4 		$16.9M Sell
178,200
-38,900
-18% -$3.49M 0.01% 1086
2019
Q3 		$18.9M Buy
217,100
+35,900
+20% +$3.22M 0.02% 946
2019
Q2 		$16.5M Sell
181,200
-128,825
-42% -$10.9M 0.01% 1046
2019
Q1 		$26.7M Buy
310,025
+112
+0% +$8.99K 0.03% 681
2018
Q4 		$23.8M Buy
309,913
+45,756
+17% +$3.56M 0.02% 720
2018
Q3 		$20.4M Buy
264,157
+9,151
+4% +$676K 0.02% 821
2018
Q2 		$17.3M Buy
255,006
+86,825
+52% +$5.99M 0.02% 896
2018
Q1 		$12.2M Buy
168,181
+81,914
+95% +$6.24M 0.01% 1110
2017
Q4 		$6.49M Sell
86,267
-84,481
-49% -$6.37M 0.01% 1603
2017
Q3 		$13.1M Buy
170,748
+51,001
+43% +$3.85M 0.01% 1050
2017
Q2 		$8.96M Buy
119,747
+46,761
+64% +$3.31M 0.01% 1233
2017
Q1 		$4.86M Buy
72,986
+47,541
+187% +$3.17M ﹤0.01% 1692
2016
Q4 		$1.66M Sell
25,445
-9,821
-28% -$637K ﹤0.01% 3148
2016
Q3 		$2.5M Sell
35,266
-2,120
-6% -$154K ﹤0.01% 2307
2016
Q2 		$2.76M Sell
37,386
-47,988
-56% -$3.32M ﹤0.01% 2085
2016
Q1 		$5.54M Buy
85,374
+55,354
+184% +$3.77M 0.01% 1460
2015
Q4 		$2.31M Buy
30,020
+3,124
+12% +$248K ﹤0.01% 2375
2015
Q3 		$2.21M Buy
26,896
+11,272
+72% +$1M ﹤0.01% 2356
2015
Q2 		$1.38M Buy
+15,624
New +$1.43M ﹤0.01% 2887
2014
Q1 		– Sell
-6,584
Closed -$474K – 7144
2013
Q4 		$474K Hold
6,584
– – ﹤0.01% 3838
2013
Q3 		$452K Hold
6,584
– – ﹤0.01% 3515
2013
Q2 		$417K Buy
+6,584
New +$428K ﹤0.01% 3648

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

Citigroup's NVS Position: Q1 2026 in Review

Citigroup increased its Novartis (NVS) stake by 389% in Q1 2026, buying an estimated $42.5M and bringing the position to 348,789 shares worth $53.3M. The position accounts for 0.02% of the portfolio, ranked #624.

Citigroup first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $88.6M in Q1 2024. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Citigroup held 348,789 shares of Novartis worth $53.3M as of Q1 2026.
  • Citigroup bought 277,455 Novartis shares in Q1 2026, an estimated $42.5M.
  • Novartis made up 0.02% of Citigroup's portfolio in Q1 2026, its #624 holding.
  • Citigroup first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's Novartis position peaked at $88.6M in Q1 2024.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.