D.E. Shaw & Co’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.55M | Buy |
29,800
+11,600
| +64% | +$1.78M | ﹤0.01% | 2251 |
|
|
2025
Q4 | $2.51M | Buy |
+18,200
| New | +$2.38M | ﹤0.01% | 2867 |
|
|
2025
Q2 | – | Sell |
-17,500
| Closed | -$1.95M | – | 4606 |
|
|
2025
Q1 | $1.95M | Sell |
17,500
-1,300
| -7% | -$138K | ﹤0.01% | 2615 |
|
|
2024
Q4 | $1.83M | Buy |
+18,800
| New | +$2M | ﹤0.01% | 2800 |
|
|
2024
Q2 | – | Sell |
-5,500
| Closed | -$532K | – | 4739 |
|
|
2024
Q1 | $532K | Buy |
+5,500
| New | +$564K | ﹤0.01% | 3452 |
|
|
2023
Q2 | – | Sell |
-125,600
| Closed | -$11.6M | – | 4446 |
|
|
2023
Q1 | $11.6M | Hold |
125,600
| – | – | 0.01% | 1247 |
|
|
2022
Q4 | $11.4M | Buy |
125,600
+82,000
| +188% | +$6.91M | 0.01% | 1329 |
|
|
2022
Q3 | $3.31M | Buy |
+43,600
| New | +$3.61M | ﹤0.01% | 2528 |
|
|
2022
Q2 | – | Sell |
-70,000
| Closed | -$6.14M | – | 5634 |
|
|
2022
Q1 | $6.14M | Sell |
70,000
-3,700
| -5% | -$320K | 0.01% | 2085 |
|
|
2021
Q4 | $6.45M | Buy |
73,700
+70,000
| +1,892% | +$5.81M | 0.01% | 2110 |
|
|
2021
Q3 | $303K | Buy |
+3,700
| New | +$333K | ﹤0.01% | 4350 |
|
|
2020
Q2 | – | Sell |
-40,000
| Closed | -$3.3M | – | 4184 |
|
|
2020
Q1 | $3.3M | Sell |
40,000
-1,100
| -3% | -$98.1K | 0.01% | 1782 |
|
|
2019
Q4 | $3.89M | Buy |
+41,100
| New | +$3.69M | ﹤0.01% | 1928 |
|
|
2019
Q2 | – | Sell |
-25,110
| Closed | -$2.16M | – | 3802 |
|
|
2019
Q1 | $2.16M | Hold |
25,110
| – | – | ﹤0.01% | 2108 |
|
|
2018
Q4 | $1.93M | Buy |
+25,110
| New | +$1.95M | ﹤0.01% | 2178 |
|
|
2017
Q2 | – | Sell |
-43,970
| Closed | -$2.93M | – | 3495 |
|
|
2017
Q1 | $2.93M | Buy |
43,970
+22,320
| +103% | +$1.49M | 0.01% | 1618 |
|
|
2016
Q4 | $1.41M | Buy |
+21,650
| New | +$1.4M | ﹤0.01% | 2251 |
|
|
2015
Q2 | – | Sell |
-16,740
| Closed | -$1.48M | – | 3829 |
|
|
2015
Q1 | $1.48M | Sell |
16,740
-309,802
| -95% | -$27.5M | ﹤0.01% | 2250 |
|
|
2014
Q4 | $27.1M | Hold |
326,542
| – | – | 0.03% | 574 |
|
|
2014
Q3 | $27.5M | Buy |
326,542
+16,740
| +5% | +$1.35M | 0.04% | 551 |
|
|
2014
Q2 | $25.1M | Hold |
309,802
| – | – | 0.03% | 575 |
|
|
2014
Q1 | $23.6M | Sell |
309,802
-31,359
| -9% | -$2.29M | 0.03% | 576 |
|
|
2013
Q4 | $24.6M | Buy |
341,161
+22,320
| +7% | +$1.55M | 0.03% | 575 |
|
|
2013
Q3 | $21.9M | Buy |
318,841
+133,920
| +72% | +$8.86M | 0.03% | 549 |
|
|
2013
Q2 | $11.7M | Buy |
+184,921
| New | +$12M | 0.02% | 789 |
|
Other funds holding NVS
D.E. Shaw & Co's NVS Position: Q1 2026 in Review
D.E. Shaw & Co sold out of Novartis (NVS) in Q1 2026, closing a stake of 8,000 shares — an estimated $1.23M sold.
D.E. Shaw & Co first reported a position in NVS in Q2 2013 and held it in 41 quarters. The position peaked at $159M in Q4 2021. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- D.E. Shaw & Co reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
- D.E. Shaw & Co sold 8,000 Novartis shares in Q1 2026, an estimated $1.23M.
- D.E. Shaw & Co first reported a position in Novartis in Q2 2013 and held it in 41 quarters.
- D.E. Shaw & Co's Novartis position peaked at $159M in Q4 2021.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.