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Integrated Quantitative Investments’s Novartis NVS Stock Holding History

Integrated Quantitative Investments’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 		– Sell
-10,599
Closed -$1.46M – 510
2025
Q4 		$1.46M Sell
10,599
-28
-0.3% -$3.67K 0.31% 102
2025
Q3 		$1.36M Buy
10,627
+83
+0.8% +$10.1K 0.39% 59
2025
Q2 		$1.28M Buy
+10,544
New +$1.19M 0.37% 66

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

Integrated Quantitative Investments's NVS Position: Q1 2026 in Review

Integrated Quantitative Investments sold out of Novartis (NVS) in Q1 2026, closing a stake of 10,599 shares — an estimated $1.46M sold.

Integrated Quantitative Investments first reported a position in NVS in Q2 2025 and held it in 3 quarters. The position peaked at $1.46M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Integrated Quantitative Investments reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Integrated Quantitative Investments sold 10,599 Novartis shares in Q1 2026, an estimated $1.46M.
  • Integrated Quantitative Investments first reported a position in Novartis in Q2 2025 and held it in 3 quarters.
  • Integrated Quantitative Investments's Novartis position peaked at $1.46M in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Integrated Quantitative Investments's 13F filing for Q1 2026, filed 13 May 2026.