Marshall Wace’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-700
Closed -$89.8K 3324
2025
Q3
$89.8K Buy
+700
New +$85.4K ﹤0.01% 2670

Other funds holding NVS

Marshall Wace's NVS Position: Q2 2026 in Review

Marshall Wace increased its Novartis (NVS) stake by 2.5% in Q2 2026, buying an estimated $1.2M and bringing the position to 330,061 shares worth $51.7M. The position accounts for 0.04% of the portfolio, ranked #367.

Marshall Wace first reported a position in NVS in Q4 2014 and has held it in 25 quarters since. The position peaked at $173M in Q2 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Marshall Wace held 330,061 shares of Novartis worth $51.7M as of Q2 2026.
  • Marshall Wace bought 8,005 Novartis shares in Q2 2026, an estimated $1.2M.
  • Novartis made up 0.04% of Marshall Wace's portfolio in Q2 2026, its #367 holding.
  • Marshall Wace first reported a position in Novartis in Q4 2014 and has held it in 25 quarters since.
  • Marshall Wace's Novartis position peaked at $173M in Q2 2025.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.