Maverick Capital’s Novartis NVS Stock Holding History

Maverick Capital’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	$2.33M	Buy	15,247 +4,174	+38%	+$640K	0.03%	76
2025 Q4	$1.53M	Buy	11,073 +2,851	+35%	+$373K	0.02%	154
2025 Q3	$1.05M	Buy	+8,222	New	+$1M	0.01%	190
2024 Q3	–	Sell	-17,038	Closed	-$1.81M	–	296
2024 Q2	$1.81M	Buy	17,038 +12,747	+297%	+$1.28M	0.03%	118
2024 Q1	$415K	Buy	+4,291	New	+$440K	0.01%	271
2021 Q2	–	Sell	-1,987	Closed	-$170K	–	798
2021 Q1	$170K	Buy	+1,987	New	+$178K	﹤0.01%	516
2020 Q2	–	Sell	-18,918	Closed	-$1.56M	–	640
2020 Q1	$1.56M	Buy	+18,918	New	+$1.69M	0.03%	222
2015 Q1	–	Sell	-579,616	Closed	-$48.1M	–	126
2014 Q4	$48.1M	Buy	579,616 +275,428	+91%	+$22.8M	0.75%	38
2014 Q3	$25.7M	Buy	+304,188	New	+$24.6M	0.38%	43
2014 Q2	–	Sell	-392,363	Closed	-$29.9M	–	54
2014 Q1	$29.9M	Buy	392,363 +94,033	+32%	+$6.85M	0.42%	41
2013 Q4	$21.5M	Sell	298,330 -599,044	-67%	-$41.6M	0.28%	55
2013 Q3	$61.7M	Buy	897,374 +69,649	+8%	+$4.61M	0.84%	42
2013 Q2	$52.4M	Buy	+827,725	New	+$53.9M	0.71%	47

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

Maverick Capital's NVS Position: Q1 2026 in Review

Maverick Capital increased its Novartis (NVS) stake by 38% in Q1 2026, buying an estimated $640K and bringing the position to 15,247 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #76.

Maverick Capital first reported a position in NVS in Q2 2013 and has held it in 13 quarters since. The position peaked at $61.7M in Q3 2013. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Maverick Capital held 15,247 shares of Novartis worth $2.33M as of Q1 2026.
Maverick Capital bought 4,174 Novartis shares in Q1 2026, an estimated $640K.
Novartis made up 0.03% of Maverick Capital's portfolio in Q1 2026, its #76 holding.
Maverick Capital first reported a position in Novartis in Q2 2013 and has held it in 13 quarters since.
Maverick Capital's Novartis position peaked at $61.7M in Q3 2013.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Maverick Capital's 13F filing for Q1 2026, filed 15 May 2026.