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LMR Partners’s Novartis NVS Stock Holding History

LMR Partners’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 		$6.58M Buy
+43,105
New +$6.61M 0.01% 555
2023
Q3 		– Sell
-10,000
Closed -$1.01M – 1008
2023
Q2 		$1.01M Buy
+10,000
New +$1M 0.01% 436

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

LMR Partners's NVS Position: Q1 2026 in Review

LMR Partners opened a new position in Novartis (NVS) in Q1 2026: 43,105 shares worth $6.58M. The stake represents 0.01% of the portfolio and ranks #555 among its holdings. This is a return to the name: LMR Partners previously reported a position in NVS as recently as Q2 2023.

LMR Partners first reported a position in NVS in Q2 2023 and has held it in 2 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • LMR Partners held 43,105 shares of Novartis worth $6.58M as of Q1 2026.
  • Novartis was a new LMR Partners position in Q1 2026.
  • Novartis made up 0.01% of LMR Partners's portfolio in Q1 2026, its #555 holding.
  • LMR Partners first reported a position in Novartis in Q2 2023 and has held it in 2 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.