Palo Alto Investors’s NovoCure NVCR Stock Holding History

Palo Alto Investors’s Portfolio NVCR Stock Details NVCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14M	Sell	1,280,439 -18,525	-1%	-$231K	2.13%	15
2025 Q4	$16.8M	Buy	1,298,964 +42,805	+3%	+$549K	2.34%	12
2025 Q3	$16.2M	Buy	1,256,159 +293,763	+31%	+$3.92M	3%	10
2025 Q2	$17.1M	Sell	962,396 -39,665	-4%	-$691K	3.64%	10
2025 Q1	$17.9M	Buy	1,002,061 +187,870	+23%	+$4.27M	3.4%	11
2024 Q4	$24.3M	Buy	814,191 +220,651	+37%	+$4.67M	3.76%	9
2024 Q3	$9.28M	Buy	593,540 +31,632	+6%	+$574K	1.21%	17
2024 Q2	$9.63M	Hold	561,908	–	–	1.12%	17
2024 Q1	$8.78M	Hold	561,908	–	–	0.99%	21
2023 Q4	$8.39M	Sell	561,908 -98,367	-15%	-$1.32M	0.76%	21
2023 Q3	$10.7M	Buy	660,275 +82,157	+14%	+$2.37M	1.01%	15
2023 Q2	$24M	Buy	578,118 +545,328	+1,663%	+$33.9M	1.94%	12
2023 Q1	$1.97M	Buy	+32,790	New	+$2.62M	0.16%	23

Other funds holding NVCR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Palo Alto Investors's NVCR Position: Q1 2026 in Review

Palo Alto Investors reduced its NovoCure (NVCR) stake by 1.4% in Q1 2026, selling an estimated $231K and leaving 1,280,439 shares worth $14M. The position accounts for 2.13% of the portfolio, ranked #15.

Palo Alto Investors first reported a position in NVCR in Q1 2023 and has held it in 13 quarters since. The position peaked at $24.3M in Q4 2024. 223 funds tracked by Wall St. Rank hold NVCR as of Q1 2026.

Palo Alto Investors held 1,280,439 shares of NovoCure worth $14M as of Q1 2026.
Palo Alto Investors sold 18,525 NovoCure shares in Q1 2026, an estimated $231K.
NovoCure made up 2.13% of Palo Alto Investors's portfolio in Q1 2026, its #15 holding.
Palo Alto Investors first reported a position in NovoCure in Q1 2023 and has held it in 13 quarters since.
Palo Alto Investors's NovoCure position peaked at $24.3M in Q4 2024.
223 funds tracked by Wall St. Rank held NovoCure as of Q1 2026.

Based on Palo Alto Investors's 13F filing for Q1 2026, filed 15 May 2026.