CA
NVS icon

Cliff Asness’s Novartis NVS Stock Holding History

Cliff Asness’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
Q2 		$44.1M Buy
281,210
+47,339
+20% +$7.1M 0.02% 862
2026
Q1 		$35.7M Buy
233,871
+47,271
+25% +$7.25M 0.02% 830
2025
Q4 		$25.7M Buy
186,600
+50,641
+37% +$6.63M 0.01% 856
2025
Q3 		$17.4M Buy
135,959
+62,447
+85% +$7.62M 0.01% 893
2025
Q2 		$8.9M Buy
73,512
+50,939
+226% +$5.74M 0.01% 1013
2025
Q1 		$2.52M Buy
22,573
+11,444
+103% +$1.22M ﹤0.01% 1484
2024
Q4 		$1.08M Sell
11,129
-5,476
-33% -$584K ﹤0.01% 1845
2024
Q3 		$1.91M Buy
16,605
+6,903
+71% +$783K ﹤0.01% 1532
2024
Q2 		$1.03M Buy
9,702
+6,990
+258% +$702K ﹤0.01% 1737
2024
Q1 		$262K Buy
+2,712
New +$278K ﹤0.01% 2176

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cliff Asness's NVS Position: Q2 2026 in Review

Cliff Asness increased its Novartis (NVS) stake by 20% in Q2 2026, buying an estimated $7.1M and bringing the position to 281,210 shares worth $44.1M. The position accounts for 0.02% of the portfolio, ranked #862.

Cliff Asness first reported a position in NVS in Q1 2024 and has held it in 10 quarters since. 1,615 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Cliff Asness held 281,210 shares of Novartis worth $44.1M as of Q2 2026.
  • Cliff Asness bought 47,339 Novartis shares in Q2 2026, an estimated $7.1M.
  • Novartis made up 0.02% of Cliff Asness's portfolio in Q2 2026, its #862 holding.
  • Cliff Asness first reported a position in Novartis in Q1 2024 and has held it in 10 quarters since.
  • 1,615 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.