Millennium Management’s Novartis NVS Stock Holding History

Millennium Management’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 Q2	$3.35M	Buy	21,400 +5,600	+35%	+$840K	﹤0.01%	3362
2026 Q1	$2.41M	Buy	15,800 +8,100	+105%	+$1.24M	﹤0.01%	3689
2025 Q4	$1.06M	Buy	7,700 +1,000	+15%	+$131K	﹤0.01%	4441
2025 Q3	$859K	Hold	6,700	–	–	﹤0.01%	4731
2025 Q2	$811K	Sell	6,700 -28,300	-81%	-$3.19M	﹤0.01%	4567
2025 Q1	$3.9M	Buy	35,000 +18,500	+112%	+$1.97M	﹤0.01%	3109
2024 Q4	$1.61M	Sell	16,500 -11,900	-42%	-$1.27M	﹤0.01%	3809
2024 Q3	$3.27M	Sell	28,400 -26,400	-48%	-$3M	﹤0.01%	3224
2024 Q2	$5.83M	Buy	54,800 +8,100	+17%	+$813K	﹤0.01%	2583
2024 Q1	$4.52M	Buy	46,700 +37,000	+381%	+$3.79M	﹤0.01%	2963
2023 Q4	$979K	Sell	9,700 -78,300	-89%	-$7.56M	﹤0.01%	4182
2023 Q3	$8.96M	Buy	88,000 +23,900	+37%	+$2.43M	﹤0.01%	2146
2023 Q2	$6.47M	Buy	+64,100	New	+$6.41M	﹤0.01%	2419
2019 Q2	–	Sell	-223,200	Closed	-$19.2M	–	4347
2019 Q1	$19.2M	Buy	+223,200	New	+$17.9M	0.03%	822
2015 Q2	–	Sell	-3,236	Closed	-$286K	–	3673
2015 Q1	$286K	Buy	+3,236	New	+$287K	﹤0.01%	3069
2014 Q4	–	Sell	-6,026	Closed	-$508K	–	4179
2014 Q3	$508K	Buy	6,026 +1,450	+32%	+$117K	﹤0.01%	2739
2014 Q2	$371K	Buy	+4,576	New	+$360K	﹤0.01%	2760

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Millennium Management's NVS Position: Q2 2026 in Review

Millennium Management opened a new position in Novartis (NVS) in Q2 2026: 758,029 shares worth $119M. The stake represents 0.04% of the portfolio and ranks #442 among its holdings. This is a return to the name: Millennium Management previously reported a position in NVS as recently as Q4 2025.

Millennium Management first reported a position in NVS in Q2 2013 and has held it in 46 quarters since. The position peaked at $120M in Q3 2018. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Millennium Management held 758,029 shares of Novartis worth $119M as of Q2 2026.
Novartis was a new Millennium Management position in Q2 2026.
Novartis made up 0.04% of Millennium Management's portfolio in Q2 2026, its #442 holding.
Millennium Management first reported a position in Novartis in Q2 2013 and has held it in 46 quarters since.
Millennium Management's Novartis position peaked at $120M in Q3 2018.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.