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Cloverfields Capital Group’s Novartis NVS Stock Holding History

Cloverfields Capital Group’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 		$3.5M Sell
22,888
-843
-4% -$129K 1.13% 43
2025
Q4 		$3.27M Buy
23,731
+5,119
+28% +$670K 1.01% 48
2025
Q3 		$2.39M Sell
18,612
-1,883
-9% -$230K 0.75% 56
2025
Q2 		$2.48M Buy
20,495
+1,200
+6% +$135K 0.74% 56
2025
Q1 		$2.15M Sell
19,295
-83
-0.4% -$8.84K 0.71% 55
2024
Q4 		$1.89M Buy
19,378
+1,200
+7% +$128K 0.61% 57
2024
Q3 		$2.09M Buy
+18,178
New +$2.06M 0.68% 56
2023
Q2 		– Sell
-13,629
Closed -$1.25M – 83
2023
Q1 		$1.25M Buy
13,629
+7,443
+120% +$650K 0.37% 49
2022
Q4 		$561K Buy
+6,186
New +$521K 0.18% 51

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

Cloverfields Capital Group's NVS Position: Q1 2026 in Review

Cloverfields Capital Group reduced its Novartis (NVS) stake by 3.6% in Q1 2026, selling an estimated $129K and leaving 22,888 shares worth $3.5M. The position accounts for 1.13% of the portfolio, ranked #43.

Cloverfields Capital Group first reported a position in NVS in Q4 2022 and has held it in 9 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Cloverfields Capital Group held 22,888 shares of Novartis worth $3.5M as of Q1 2026.
  • Cloverfields Capital Group sold 843 Novartis shares in Q1 2026, an estimated $129K.
  • Novartis made up 1.13% of Cloverfields Capital Group's portfolio in Q1 2026, its #43 holding.
  • Cloverfields Capital Group first reported a position in Novartis in Q4 2022 and has held it in 9 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Cloverfields Capital Group's 13F filing for Q1 2026, filed 14 May 2026.