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Lee Ainslie’s Novartis NVS Stock Holding History

Lee Ainslie’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 		$4.36M Buy
27,789
+12,542
+82% +$1.88M 0.04% 53
2026
Q1 		$2.33M Buy
15,247
+4,174
+38% +$640K 0.03% 76
2025
Q4 		$1.53M Buy
11,073
+2,851
+35% +$373K 0.02% 154
2025
Q3 		$1.05M Buy
+8,222
New +$1M 0.01% 190
2024
Q3 		– Sell
-17,038
Closed -$1.81M – 296
2024
Q2 		$1.81M Buy
17,038
+12,747
+297% +$1.28M 0.03% 118
2024
Q1 		$415K Buy
+4,291
New +$440K 0.01% 271
2021
Q2 		– Sell
-1,987
Closed -$170K – 798
2021
Q1 		$170K Buy
+1,987
New +$178K ﹤0.01% 516
2020
Q2 		– Sell
-18,918
Closed -$1.56M – 640
2020
Q1 		$1.56M Buy
+18,918
New +$1.69M 0.03% 222
2015
Q1 		– Sell
-579,616
Closed -$48.1M – 126
2014
Q4 		$48.1M Buy
579,616
+275,428
+91% +$22.8M 0.75% 38
2014
Q3 		$25.7M Buy
+304,188
New +$24.6M 0.38% 43
2014
Q2 		– Sell
-392,363
Closed -$29.9M – 54
2014
Q1 		$29.9M Buy
392,363
+94,033
+32% +$6.85M 0.42% 41
2013
Q4 		$21.5M Sell
298,330
-599,044
-67% -$41.6M 0.28% 55
2013
Q3 		$61.7M Buy
897,374
+69,649
+8% +$4.61M 0.84% 42
2013
Q2 		$52.4M Buy
+827,725
New +$53.9M 0.71% 47

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

Lee Ainslie's NVS Position: Q2 2026 in Review

Lee Ainslie increased its Novartis (NVS) stake by 82% in Q2 2026, buying an estimated $1.88M and bringing the position to 27,789 shares worth $4.36M. The position accounts for 0.04% of the portfolio, ranked #53.

Lee Ainslie first reported a position in NVS in Q2 2013 and has held it in 14 quarters since. The position peaked at $61.7M in Q3 2013. 1,615 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Lee Ainslie held 27,789 shares of Novartis worth $4.36M as of Q2 2026.
  • Lee Ainslie bought 12,542 Novartis shares in Q2 2026, an estimated $1.88M.
  • Novartis made up 0.04% of Lee Ainslie's portfolio in Q2 2026, its #53 holding.
  • Lee Ainslie first reported a position in Novartis in Q2 2013 and has held it in 14 quarters since.
  • Lee Ainslie's Novartis position peaked at $61.7M in Q3 2013.
  • 1,615 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.