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Headlands Technologies’s Novartis NVS Stock Holding History

Headlands Technologies’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 		$1.12M Buy
7,145
+5,172
+262% +$775K 0.12% 214
2026
Q1 		$301K Buy
+1,973
New +$302K 0.03% 496
2024
Q2 		– Sell
-6,687
Closed -$647K – 1470
2024
Q1 		$647K Buy
+6,687
New +$686K 0.16% 157
2023
Q1 		– Sell
-7,901
Closed -$717K – 687
2022
Q4 		$717K Buy
+7,901
New +$665K 0.57% 44

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Headlands Technologies's NVS Position: Q2 2026 in Review

Headlands Technologies increased its Novartis (NVS) stake by 262% in Q2 2026, buying an estimated $775K and bringing the position to 7,145 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #214.

Headlands Technologies first reported a position in NVS in Q4 2022 and has held it in 4 quarters since. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Headlands Technologies held 7,145 shares of Novartis worth $1.12M as of Q2 2026.
  • Headlands Technologies bought 5,172 Novartis shares in Q2 2026, an estimated $775K.
  • Novartis made up 0.12% of Headlands Technologies's portfolio in Q2 2026, its #214 holding.
  • Headlands Technologies first reported a position in Novartis in Q4 2022 and has held it in 4 quarters since.
  • 1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Headlands Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.