SG Americas Securities
NVS icon

SG Americas Securities’s Novartis NVS Stock Holding History

SG Americas Securities’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
2021
Q1 		– Sell
-70,000
Closed -$194K – 3481
2020
Q4 		$194K Hold
70,000
– – ﹤0.01% 2644
2020
Q3 		$634K Hold
70,000
– – ﹤0.01% 1478
2020
Q2 		$676K Hold
70,000
– – 0.01% 1798
2020
Q1 		$956K Hold
70,000
– – 0.01% 1328
2019
Q4 		$497K Buy
+70,000
New +$6.28M ﹤0.01% 1790

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

SG Americas Securities's NVS Position: Q1 2026 in Review

SG Americas Securities opened a new position in Novartis (NVS) in Q1 2026: 3,515 shares worth $537K. The stake represents ﹤0.01% of the portfolio and ranks #2141 among its holdings. This is a return to the name: SG Americas Securities previously reported a position in NVS as recently as Q1 2025.

SG Americas Securities first reported a position in NVS in Q2 2013 and has held it in 47 quarters since. The position peaked at $9.19M in Q3 2016. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • SG Americas Securities held 3,515 shares of Novartis worth $537K as of Q1 2026.
  • Novartis was a new SG Americas Securities position in Q1 2026.
  • Novartis made up ﹤0.01% of SG Americas Securities's portfolio in Q1 2026, its #2141 holding.
  • SG Americas Securities first reported a position in Novartis in Q2 2013 and has held it in 47 quarters since.
  • SG Americas Securities's Novartis position peaked at $9.19M in Q3 2016.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.