Marshall Wace
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Marshall Wace’s Novartis NVS Stock Holding History

Marshall Wace’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 		$49.2M Sell
322,056
-371,300
-54% -$56.9M 0.05% 365
2025
Q4 		$95.6M Sell
693,356
-475,401
-41% -$62.3M 0.09% 175
2025
Q3 		$150M Sell
1,168,757
-263,057
-18% -$32.1M 0.15% 100
2025
Q2 		$173M Sell
1,431,814
-961
-0.1% -$108K 0.2% 88
2025
Q1 		$160M Buy
1,432,775
+1,344,109
+1,516% +$143M 0.2% 79
2024
Q4 		$8.63M Buy
+88,666
New +$9.46M 0.01% 849
2024
Q2 		– Sell
-131,247
Closed -$12.7M – 2830
2024
Q1 		$12.7M Sell
131,247
-301,075
-70% -$30.9M 0.02% 669
2023
Q4 		$43.7M Sell
432,322
-624,720
-59% -$60.3M 0.07% 267
2023
Q3 		$108M Buy
1,057,042
+14,730
+1% +$1.5M 0.22% 88
2023
Q2 		$105M Sell
1,042,312
-283,844
-21% -$28.4M 0.21% 98
2023
Q1 		$122M Buy
1,326,156
+511,869
+63% +$44.7M 0.26% 79
2022
Q4 		$73.9M Sell
814,287
-58,454
-7% -$4.92M 0.17% 127
2022
Q3 		$66.3M Sell
872,741
-44,958
-5% -$3.73M 0.15% 141
2022
Q2 		$77.6M Buy
917,699
+239,038
+35% +$21M 0.16% 130
2022
Q1 		$59.6M Buy
678,661
+522,888
+336% +$45.3M 0.11% 192
2021
Q4 		$13.6M Buy
+155,773
New +$12.9M 0.03% 662
2018
Q2 		– Sell
-25,853
Closed -$1.87M – 805
2018
Q1 		$1.87M Sell
25,853
-652
-2% -$49.6K 0.08% 198
2017
Q4 		$1.99M Buy
26,505
+11,151
+73% +$841K 0.08% 184
2017
Q3 		$1.18M Sell
15,354
-1,575
-9% -$119K 0.06% 207
2017
Q2 		$1.26M Buy
+16,929
New +$1.2M 0.06% 170
2017
Q1 		– Sell
-551,901
Closed -$36M – 613
2016
Q4 		$36M Buy
551,901
+50,724
+10% +$3.29M 0.24% 115
2016
Q3 		$35.5M Sell
501,177
-6,104
-1% -$445K 0.25% 97
2016
Q2 		$37.5M Buy
+507,281
New +$35M 0.32% 75
2015
Q1 		– Sell
-240,741
Closed -$20M – 897
2014
Q4 		$20M Buy
+240,741
New +$20M 0.26% 104

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

Marshall Wace's NVS Position: Q1 2026 in Review

Marshall Wace reduced its Novartis (NVS) stake by 54% in Q1 2026, selling an estimated $56.9M and leaving 322,056 shares worth $49.2M. The position accounts for 0.05% of the portfolio, ranked #365.

Marshall Wace first reported a position in NVS in Q4 2014 and has held it in 24 quarters since. The position peaked at $173M in Q2 2025. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Marshall Wace held 322,056 shares of Novartis worth $49.2M as of Q1 2026.
  • Marshall Wace sold 371,300 Novartis shares in Q1 2026, an estimated $56.9M.
  • Novartis made up 0.05% of Marshall Wace's portfolio in Q1 2026, its #365 holding.
  • Marshall Wace first reported a position in Novartis in Q4 2014 and has held it in 24 quarters since.
  • Marshall Wace's Novartis position peaked at $173M in Q2 2025.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.