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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
Q2 		$3.27M Sell
20,881
-2,007
-9% -$301K 0.99% 48
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 $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

Cloverfields Capital Group's NVS Position: Q2 2026 in Review

Cloverfields Capital Group reduced its Novartis (NVS) stake by 8.8% in Q2 2026, selling an estimated $301K and leaving 20,881 shares worth $3.27M. The position accounts for 0.99% of the portfolio, ranked #48.

Cloverfields Capital Group first reported a position in NVS in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.5M in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Cloverfields Capital Group held 20,881 shares of Novartis worth $3.27M as of Q2 2026.
  • Cloverfields Capital Group sold 2,007 Novartis shares in Q2 2026, an estimated $301K.
  • Novartis made up 0.99% of Cloverfields Capital Group's portfolio in Q2 2026, its #48 holding.
  • Cloverfields Capital Group first reported a position in Novartis in Q4 2022 and has held it in 10 quarters since.
  • Cloverfields Capital Group's Novartis position peaked at $3.5M in Q1 2026.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cloverfields Capital Group's 13F filing for Q2 2026, filed 13 Aug 2026.