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Quantitative Investment Management’s Novartis NVS Stock Holding History

Quantitative Investment 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
Q1 		$2.3M Buy
+15,083
New +$2.31M 0.24% 121
2024
Q2 		– Sell
-7,557
Closed -$730K – 396
2024
Q1 		$730K Sell
7,557
-17,147
-69% -$1.76M 0.04% 184
2023
Q4 		$2.49M Buy
24,704
+22,580
+1,063% +$2.18M 0.14% 170
2023
Q3 		$216K Buy
+2,124
New +$216K 0.03% 160
2021
Q3 		– Sell
-28,768
Closed -$2.62M – 516
2021
Q2 		$2.62M Buy
+28,768
New +$2.56M 0.24% 98
2020
Q1 		– Sell
-46,778
Closed -$4.43M – 737
2019
Q4 		$4.43M Sell
46,778
-26,634
-36% -$2.39M 0.13% 177
2019
Q3 		$6.38M Buy
+73,412
New +$6.59M 0.34% 82
2018
Q3 		– Sell
-55,130
Closed -$3.73M – 807
2018
Q2 		$3.73M Buy
+55,130
New +$3.8M 0.08% 244
2016
Q4 		– Sell
-17,410
Closed -$1.23M – 906
2016
Q3 		$1.23M Buy
+17,410
New +$1.27M 0.04% 416
2015
Q2 		– Sell
-5,692
Closed -$502K – 624
2015
Q1 		$502K Sell
5,692
-2,566
-31% -$228K 0.05% 347
2014
Q4 		$685K Buy
8,258
+1,450
+21% +$120K 0.11% 194
2014
Q3 		$574K Buy
+6,808
New +$551K 0.11% 162
2014
Q2 		– Sell
-13,504
Closed -$1.03M – 591
2014
Q1 		$1.03M Buy
13,504
+1,005
+8% +$73.2K 0.05% 242
2013
Q4 		$900K Buy
12,499
+5,468
+78% +$380K 0.09% 211
2013
Q3 		$483K Buy
+7,031
New +$465K 0.04% 352

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

Quantitative Investment Management's NVS Position: Q1 2026 in Review

Quantitative Investment Management opened a new position in Novartis (NVS) in Q1 2026: 15,083 shares worth $2.3M. The stake represents 0.24% of the portfolio and ranks #121 among its holdings. This is a return to the name: Quantitative Investment Management previously reported a position in NVS as recently as Q1 2024.

Quantitative Investment Management first reported a position in NVS in Q3 2013 and has held it in 15 quarters since. The position peaked at $6.38M in Q3 2019. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Quantitative Investment Management held 15,083 shares of Novartis worth $2.3M as of Q1 2026.
  • Novartis was a new Quantitative Investment Management position in Q1 2026.
  • Novartis made up 0.24% of Quantitative Investment Management's portfolio in Q1 2026, its #121 holding.
  • Quantitative Investment Management first reported a position in Novartis in Q3 2013 and has held it in 15 quarters since.
  • Quantitative Investment Management's Novartis position peaked at $6.38M in Q3 2019.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Quantitative Investment Management's 13F filing for Q1 2026, filed 15 May 2026.