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Leonteq Securities AG’s Novartis NVS Stock Holding History

Leonteq Securities AG’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
2022
Q1 		– Sell
-840
Closed -$73.5K – 1318
2021
Q4 		$73.5K Hold
840
– – ﹤0.01% 834
2021
Q3 		$68.7K Sell
840
-52
-6% -$4.68K ﹤0.01% 793
2021
Q2 		$81.4K Sell
892
-460
-34% -$41K ﹤0.01% 761
2021
Q1 		$116K Buy
1,352
+512
+61% +$45.9K 0.01% 653
2020
Q4 		$79.3K Buy
+840
New +$73.4K ﹤0.01% 716

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Leonteq Securities AG's NVS Position: Q1 2022 in Review

Leonteq Securities AG sold out of Novartis (NVS) in Q1 2022, closing a stake of 840 shares — an estimated $73.5K sold.

Leonteq Securities AG first reported a position in NVS in Q4 2020 and held it in 5 quarters. The position peaked at $116K in Q1 2021. 1,136 funds tracked by Wall St. Rank hold NVS as of Q1 2022.

  • Leonteq Securities AG reported no remaining Novartis position as of Q1 2022 after selling out during the quarter.
  • Leonteq Securities AG sold 840 Novartis shares in Q1 2022, an estimated $73.5K.
  • Leonteq Securities AG first reported a position in Novartis in Q4 2020 and held it in 5 quarters.
  • Leonteq Securities AG's Novartis position peaked at $116K in Q1 2021.
  • 1,136 funds tracked by Wall St. Rank held Novartis as of Q1 2022.

Based on Leonteq Securities AG's 13F filing for Q1 2022, filed 26 Mar 2026.