Group One Trading’s Novartis NVS Stock Holding History

Group One Trading’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	$4.99M	Sell	32,700 -36,500	-53%	-$5.59M	0.01%	1301
2025 Q4	$9.54M	Sell	69,200 -48,100	-41%	-$6.3M	0.02%	991
2025 Q3	$15M	Sell	117,300 -49,600	-30%	-$6.05M	0.03%	656
2025 Q2	$20.2M	Buy	166,900 +36,600	+28%	+$4.13M	0.04%	423
2025 Q1	$14.5M	Buy	130,300 +53,500	+70%	+$5.7M	0.04%	443
2024 Q4	$7.47M	Buy	76,800 +30,300	+65%	+$3.23M	0.02%	876
2024 Q3	$5.35M	Buy	46,500 +29,300	+170%	+$3.32M	0.02%	965
2024 Q2	$1.83M	Sell	17,200 -27,000	-61%	-$2.71M	0.01%	1523
2024 Q1	$4.28M	Sell	44,200 -212,800	-83%	-$21.8M	0.02%	929
2023 Q4	$25.9M	Buy	257,000 +57,600	+29%	+$5.56M	0.07%	245
2023 Q3	$20.3M	Sell	199,400 -27,500	-12%	-$2.79M	0.07%	228
2023 Q2	$22.9M	Sell	226,900 -142,700	-39%	-$14.3M	0.07%	203
2023 Q1	$34M	Sell	369,600 -396,800	-52%	-$34.7M	0.12%	110
2022 Q4	$69.5M	Sell	766,400 -14,300	-2%	-$1.2M	0.16%	98
2022 Q3	$59.3M	Buy	780,700 +201,700	+35%	+$16.7M	0.12%	114
2022 Q2	$48.9M	Sell	579,000 -197,200	-25%	-$17.3M	0.08%	202
2022 Q1	$68.1M	Sell	776,200 -355,800	-31%	-$30.8M	0.07%	185
2021 Q4	$99M	Buy	1,132,000 +321,000	+40%	+$26.7M	0.08%	150
2021 Q3	$66.3M	Buy	811,000 +126,600	+18%	+$11.4M	0.07%	202
2021 Q2	$62.4M	Buy	684,400 +63,900	+10%	+$5.69M	0.08%	204
2021 Q1	$53M	Buy	620,500 +464,800	+299%	+$41.7M	0.08%	193
2020 Q4	$14.7M	Sell	155,700 -137,900	-47%	-$12M	0.03%	589
2020 Q3	$25.5M	Buy	293,600 +60,600	+26%	+$5.25M	0.08%	203
2020 Q2	$20.4M	Buy	233,000 +171,400	+278%	+$14.8M	0.09%	224
2020 Q1	$5.08M	Sell	61,600 -700	-1%	-$62.5K	0.04%	528
2019 Q4	$5.9M	Sell	62,300 -27,400	-31%	-$2.46M	0.04%	584
2019 Q3	$7.79M	Buy	89,700 +24,100	+37%	+$2.16M	0.06%	375
2019 Q2	$5.99M	Buy	65,600 +60,020	+1,076%	+$5.08M	0.05%	424
2019 Q1	$481K	Sell	5,580 -21,204	-79%	-$1.7M	0.01%	1976
2018 Q4	$2.06M	Sell	26,784 -19,753	-42%	-$1.54M	0.02%	1018
2018 Q3	$3.59M	Buy	46,537 +44,417	+2,095%	+$3.28M	0.03%	770
2018 Q2	$144K	Sell	2,120 -22,990	-92%	-$1.59M	﹤0.01%	3313
2018 Q1	$1.82M	Sell	25,110 -18,972	-43%	-$1.44M	0.02%	1071
2017 Q4	$3.32M	Buy	44,082 +30,802	+232%	+$2.32M	0.02%	874
2017 Q3	$1.02M	Sell	13,280 -3,125	-19%	-$236K	0.01%	1550
2017 Q2	$1.23M	Buy	16,405 +13,169	+407%	+$933K	0.01%	1294
2017 Q1	$215K	Buy	3,236 +1,897	+142%	+$126K	﹤0.01%	2478
2016 Q4	$87K	Sell	1,339 -4,687	-78%	-$304K	﹤0.01%	2917
2016 Q3	$426K	Buy	6,026 +1,785	+42%	+$130K	﹤0.01%	1932
2016 Q2	$314K	Sell	4,241 -5,580	-57%	-$386K	﹤0.01%	2081
2016 Q1	$637K	Sell	9,821 -36,939	-79%	-$2.51M	0.01%	1507
2015 Q4	$3.6M	Sell	46,760 -31,472	-40%	-$2.5M	0.04%	520
2015 Q3	$6.44M	Buy	78,232 +39,507	+102%	+$3.52M	0.09%	268
2015 Q2	$3.41M	Buy	38,725 +6,249	+19%	+$573K	0.05%	467
2015 Q1	$2.87M	Buy	32,476 +2,902	+10%	+$257K	0.05%	468
2014 Q4	$2.46M	Sell	29,574 -2,678	-8%	-$222K	0.04%	541
2014 Q3	$2.72M	Sell	32,252 -6,920	-18%	-$560K	0.04%	539
2014 Q2	$3.18M	Buy	39,172 +15,401	+65%	+$1.21M	0.05%	470
2014 Q1	$1.81M	Sell	23,771 -12,945	-35%	-$943K	0.03%	670
2013 Q4	$2.65M	Sell	36,716 -10,268	-22%	-$714K	0.04%	498
2013 Q3	$3.23M	Buy	46,984 +25,780	+122%	+$1.71M	0.06%	336
2013 Q2	$1.34M	Buy	+21,204	New	+$1.38M	0.03%	631

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Group One Trading's NVS Position: Q4 2025 in Review

Group One Trading sold out of Novartis (NVS) in Q4 2025, closing a stake of 2,006 shares — an estimated $263K sold.

Group One Trading first reported a position in NVS in Q2 2013 and held it in 17 quarters. The position peaked at $1.87M in Q2 2019. 1,508 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

Group One Trading reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
Group One Trading sold 2,006 Novartis shares in Q4 2025, an estimated $263K.
Group One Trading first reported a position in Novartis in Q2 2013 and held it in 17 quarters.
Group One Trading's Novartis position peaked at $1.87M in Q2 2019.
1,508 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Group One Trading's 13F filing for Q4 2025, filed 12 Feb 2026.