Marex Group’s Novartis NVS Stock Holding History

Marex 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
2024 Q2	–	Sell	-49,000	Closed	-$4.74M	–	695
2024 Q1	$4.74M	Hold	49,000	–	–	0.15%	92
2023 Q4	$4.95M	Buy	+49,000	New	+$4.73M	0.19%	95

Other funds holding NVS

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Marex Group's NVS Position: Q2 2024 in Review

Marex Group sold out of Novartis (NVS) in Q2 2024, closing a stake of 49,000 shares — an estimated $4.74M sold.

Marex Group first reported a position in NVS in Q4 2023 and held it in 2 quarters. The position peaked at $4.95M in Q4 2023. 1,306 funds tracked by Wall St. Rank hold NVS as of Q2 2024.

Marex Group reported no remaining Novartis position as of Q2 2024 after selling out during the quarter.
Marex Group sold 49,000 Novartis shares in Q2 2024, an estimated $4.74M.
Marex Group first reported a position in Novartis in Q4 2023 and held it in 2 quarters.
Marex Group's Novartis position peaked at $4.95M in Q4 2023.
1,306 funds tracked by Wall St. Rank held Novartis as of Q2 2024.

Based on Marex Group's 13F filing for Q2 2024, filed 2 Apr 2026.