Dmitry Balyasny’s Novartis NVS Stock Holding History

Dmitry Balyasny’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	$1.22M	Buy	+7,800	New	+$1.17M	﹤0.01%	2099
2019 Q2	–	Sell	-111,600	Closed	-$9.61M	–	1655
2019 Q1	$9.61M	Buy	+111,600	New	+$8.96M	0.06%	400

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dmitry Balyasny's NVS Position: Q1 2026 in Review

Dmitry Balyasny sold out of Novartis (NVS) in Q1 2026, closing a stake of 5,404 shares — an estimated $745K sold.

Dmitry Balyasny first reported a position in NVS in Q2 2013 and held it in 23 quarters. The position peaked at $111M in Q3 2025. 1,599 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Dmitry Balyasny reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
Dmitry Balyasny sold 5,404 Novartis shares in Q1 2026, an estimated $745K.
Dmitry Balyasny first reported a position in Novartis in Q2 2013 and held it in 23 quarters.
Dmitry Balyasny's Novartis position peaked at $111M in Q3 2025.
1,599 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.