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	$8.4M	Sell	55,000 -34,700	-39%	-$5.32M	0.02%	482
2025 Q4	$12.4M	Buy	89,700 +22,300	+33%	+$2.92M	0.02%	308
2025 Q3	$8.64M	Hold	67,400	–	–	0.04%	368
2025 Q2	$8.16M	Buy	67,400 +18,700	+38%	+$2.11M	0.06%	327
2025 Q1	$5.43M	Buy	+48,700	New	+$5.18M	0.05%	378

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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.