Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Novartis NVS Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		$42.1M Sell
275,637
-23,538
-8% -$3.61M 0.11% 85
2025
Q4 		$41.2M Sell
299,175
-31,857
-10% -$4.17M 0.11% 85
2025
Q3 		$42.5M Sell
331,032
-21,663
-6% -$2.64M 0.12% 90
2025
Q2 		$42.7M Sell
352,695
-39,456
-10% -$4.45M 0.13% 82
2025
Q1 		$43.7M Sell
392,151
-185,750
-32% -$19.8M 0.14% 90
2024
Q4 		$56.2M Sell
577,901
-87,118
-13% -$9.29M 0.18% 54
2024
Q3 		$76.5M Sell
665,019
-114,662
-15% -$13M 0.24% 46
2024
Q2 		$83M Sell
779,681
-166,195
-18% -$16.7M 0.28% 47
2024
Q1 		$91.5M Sell
945,876
-581,499
-38% -$59.6M 0.33% 41
2023
Q4 		$154M Sell
1,527,375
-299,888
-16% -$28.9M 0.68% 34
2023
Q3 		$186M Buy
1,827,263
+1,144,307
+168% +$116M 0.88% 31
2023
Q2 		$68.9M Buy
682,956
+672,756
+6,596% +$67.3M 0.32% 56
2023
Q1 		$938K Sell
10,200
-34,800
-77% -$3.04M ﹤0.01% 495
2022
Q4 		$4.08M Buy
+45,000
New +$3.79M 0.02% 368
2022
Q2 		– Sell
-3,500
Closed -$307K – 788
2022
Q1 		$307K Sell
3,500
-192,200
-98% -$16.6M ﹤0.01% 640
2021
Q4 		$17.1M Buy
195,700
+32,800
+20% +$2.72M 0.08% 186
2021
Q3 		$13.3M Buy
162,900
+159,900
+5,330% +$14.4M 0.07% 216
2021
Q2 		$274K Buy
+3,000
New +$267K ﹤0.01% 673
2019
Q3 		– Sell
-4,500
Closed -$411K – 772
2019
Q2 		$411K Sell
4,500
-2,308
-34% -$195K ﹤0.01% 624
2019
Q1 		$586K Sell
6,808
-4,910
-42% -$394K ﹤0.01% 563
2018
Q4 		$901K Sell
11,718
-7,366
-39% -$573K 0.01% 365
2018
Q3 		$1.47M Sell
19,084
-2,678
-12% -$198K 0.01% 342
2018
Q2 		$1.47M Buy
+21,762
New +$1.5M 0.01% 335

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s NVS Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) reduced its Novartis (NVS) stake by 7.9% in Q1 2026, selling an estimated $3.61M and leaving 275,637 shares worth $42.1M. The position accounts for 0.11% of the portfolio, ranked #85.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in NVS in Q2 2018 and has held it in 23 quarters since. The position peaked at $186M in Q3 2023. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 275,637 shares of Novartis worth $42.1M as of Q1 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 23,538 Novartis shares in Q1 2026, an estimated $3.61M.
  • Novartis made up 0.11% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #85 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Novartis in Q2 2018 and has held it in 23 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Novartis position peaked at $186M in Q3 2023.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.