PEAK6
NVS icon

PEAK6’s Novartis NVS Stock Holding History

PEAK6’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 		$993K Sell
6,500
-37,900
-85% -$5.81M ﹤0.01% 1706
2025
Q4 		$6.12M Buy
44,400
+1,900
+4% +$249K 0.01% 856
2025
Q3 		$5.45M Sell
42,500
-32,200
-43% -$3.93M 0.01% 994
2025
Q2 		$9.04M Buy
+74,700
New +$8.42M 0.02% 670

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PEAK6's NVS Position: Q1 2026 in Review

PEAK6 increased its Novartis (NVS) stake by 145% in Q1 2026, buying an estimated $252K and bringing the position to 2,779 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

PEAK6 first reported a position in NVS in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.88M in Q2 2025. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • PEAK6 held 2,779 shares of Novartis worth $424K as of Q1 2026.
  • PEAK6 bought 1,643 Novartis shares in Q1 2026, an estimated $252K.
  • Novartis made up ﹤0.01% of PEAK6's portfolio in Q1 2026, its #2048 holding.
  • PEAK6 first reported a position in Novartis in Q2 2025 and has held it in 4 quarters since.
  • PEAK6's Novartis position peaked at $1.88M in Q2 2025.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on PEAK6's 13F filing for Q1 2026, filed 14 May 2026.