Jefferies Financial Group
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Jefferies Financial Group’s Novartis NVS Stock Holding History

Jefferies Financial Group’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
Q3 		– Sell
-1,578
Closed -$247K – 1662
2026
Q2 		$247K Buy
+1,578
New +$237K ﹤0.01% 1427
2026
Q1 		– Sell
-4,606
Closed -$635K – 2075
2025
Q4 		$635K Buy
+4,606
New +$603K ﹤0.01% 1258
2024
Q1 		– Sell
-49,437
Closed -$4.99M – 1895
2023
Q4 		$4.99M Buy
+49,437
New +$4.77M 0.03% 406

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Jefferies Financial Group's NVS Position: Q3 2026 in Review

Jefferies Financial Group sold out of Novartis (NVS) in Q3 2026, closing a stake of 1,578 shares — an estimated $247K sold.

Jefferies Financial Group first reported a position in NVS in Q4 2023 and held it in 3 quarters. The position peaked at $4.99M in Q4 2023. 1,370 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Jefferies Financial Group reported no remaining Novartis position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 1,578 Novartis shares in Q3 2026, an estimated $247K.
  • Jefferies Financial Group first reported a position in Novartis in Q4 2023 and held it in 3 quarters.
  • Jefferies Financial Group's Novartis position peaked at $4.99M in Q4 2023.
  • 1,370 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.