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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
Q2 		$19.4M Hold
1,280,439
– – 2.68% 13
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Palo Alto Investors's NVCR Position: Q2 2026 in Review

Palo Alto Investors held its NovoCure (NVCR) position steady in Q2 2026 at 1,280,439 shares worth $19.4M. The position accounts for 2.68% of the portfolio, ranked #13.

Palo Alto Investors first reported a position in NVCR in Q1 2023 and has held it in 14 quarters since. The position peaked at $24.3M in Q4 2024. 218 funds tracked by Wall St. Rank hold NVCR as of Q2 2026.

  • Palo Alto Investors held 1,280,439 shares of NovoCure worth $19.4M as of Q2 2026.
  • Palo Alto Investors left its NovoCure share count unchanged in Q2 2026.
  • NovoCure made up 2.68% of Palo Alto Investors's portfolio in Q2 2026, its #13 holding.
  • Palo Alto Investors first reported a position in NovoCure in Q1 2023 and has held it in 14 quarters since.
  • Palo Alto Investors's NovoCure position peaked at $24.3M in Q4 2024.
  • 218 funds tracked by Wall St. Rank held NovoCure as of Q2 2026.

Based on Palo Alto Investors's 13F filing for Q2 2026, filed 17 Aug 2026.