Holocene Advisors’s Novartis NVS Stock Holding History

Holocene Advisors’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	$163M	Buy	+1,037,332	New	+$156M	0.37%	72
2024 Q1	–	Sell	-79,063	Closed	-$7.98M	–	825
2023 Q4	$7.98M	Sell	79,063 -164,546	-68%	-$15.9M	0.03%	281
2023 Q3	$24.8M	Buy	+243,609	New	+$24.7M	0.11%	199

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

Holocene Advisors's NVS Position: Q2 2026 in Review

Holocene Advisors opened a new position in Novartis (NVS) in Q2 2026: 1,037,332 shares worth $163M. The stake represents 0.37% of the portfolio and ranks #72 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in NVS as recently as Q4 2023.

Holocene Advisors first reported a position in NVS in Q3 2023 and has held it in 3 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Holocene Advisors held 1,037,332 shares of Novartis worth $163M as of Q2 2026.
Novartis was a new Holocene Advisors position in Q2 2026.
Novartis made up 0.37% of Holocene Advisors's portfolio in Q2 2026, its #72 holding.
Holocene Advisors first reported a position in Novartis in Q3 2023 and has held it in 3 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.