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Graham Capital Management’s Novartis NVS Stock Holding History

Graham Capital Management’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
2025
Q4 		– Sell
-10,455
Closed -$1.34M – 1480
2025
Q3 		$1.34M Sell
10,455
-1,341
-11% -$164K 0.02% 303
2025
Q2 		$1.43M Sell
11,796
-31,683
-73% -$3.57M 0.02% 466
2025
Q1 		$4.85M Sell
43,479
-4,714
-10% -$502K 0.08% 140
2024
Q4 		$4.69M Buy
+48,193
New +$5.14M 0.07% 131
2024
Q3 		– Sell
-62,225
Closed -$6.62M – 1263
2024
Q2 		$6.62M Buy
62,225
+40,542
+187% +$4.07M 0.14% 88
2024
Q1 		$2.1M Sell
21,683
-6,202
-22% -$636K 0.04% 245
2023
Q4 		$2.82M Buy
+27,885
New +$2.69M 0.06% 166

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Graham Capital Management's NVS Position: Q4 2025 in Review

Graham Capital Management sold out of Novartis (NVS) in Q4 2025, closing a stake of 10,455 shares — an estimated $1.34M sold.

Graham Capital Management first reported a position in NVS in Q4 2023 and held it in 7 quarters. The position peaked at $6.62M in Q2 2024. 1,508 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Graham Capital Management reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Graham Capital Management sold 10,455 Novartis shares in Q4 2025, an estimated $1.34M.
  • Graham Capital Management first reported a position in Novartis in Q4 2023 and held it in 7 quarters.
  • Graham Capital Management's Novartis position peaked at $6.62M in Q2 2024.
  • 1,508 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Graham Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.