Simplex Trading
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Simplex Trading’s Novartis NVS Stock Holding History

Simplex Trading’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 		– Sell
-46,821
Closed -$7.18M – 9828
2025
Q4 		$6.46M Buy
46,821
+10
+0% +$1.31K ﹤0.01% 1114
2025
Q3 		$6M Buy
46,811
+23,108
+97% +$2.82M ﹤0.01% 1308
2025
Q2 		$2.87M Buy
+23,703
New +$2.67M ﹤0.01% 1798
2025
Q1 		– Sell
-39,701
Closed -$4.23M – 9286
2024
Q4 		$3.86M Buy
39,701
+38,588
+3,467% +$4.11M ﹤0.01% 1664
2024
Q3 		$128K Buy
+1,113
New +$126K ﹤0.01% 4973
2024
Q1 		– Sell
-24,703
Closed -$2.53M – 9548
2023
Q4 		$2.49M Buy
24,703
+15,728
+175% +$1.52M ﹤0.01% 2181
2023
Q3 		$914K Buy
+8,975
New +$911K ﹤0.01% 2755
2023
Q1 		– Sell
-111,100
Closed -$9.7M – 9792
2022
Q4 		$10.1M Buy
111,100
+50,141
+82% +$4.22M 0.01% 845
2022
Q3 		$4.63M Buy
60,959
+36,194
+146% +$3M 0.01% 1256
2022
Q2 		$2.09M Sell
24,765
-37,194
-60% -$3.26M ﹤0.01% 1821
2022
Q1 		$5.44M Sell
61,959
-55,900
-47% -$4.84M 0.01% 1182
2021
Q4 		$10.3M Buy
117,859
+113,384
+2,534% +$9.41M 0.01% 770
2021
Q3 		$410K Hold
4,475
– – ﹤0.01% 4403
2021
Q2 		$408K Buy
+4,475
New +$398K ﹤0.01% 4470
2020
Q1 		– Sell
-37,282
Closed -$3.33M – 8047
2019
Q4 		$3.53M Buy
+37,282
New +$3.35M 0.01% 1031
2017
Q2 		– Sell
-14,938
Closed -$1.06M – 6574
2017
Q1 		$994K Buy
+14,938
New +$995K 0.04% 388
2016
Q4 		– Sell
-3,311
Closed -$215K – 6315
2016
Q3 		$234K Sell
3,311
-2,242
-40% -$163K 0.02% 923
2016
Q2 		$410K Sell
5,553
-3,831
-41% -$265K 0.03% 613
2016
Q1 		$609K Buy
9,384
+6,018
+179% +$409K 0.05% 373
2015
Q4 		$259K Sell
3,366
-6,591
-66% -$524K 0.02% 716
2015
Q3 		$820K Buy
9,957
+9,400
+1,688% +$837K 0.06% 286
2015
Q2 		$49K Buy
+557
New +$51.1K ﹤0.01% 1714

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

Simplex Trading's NVS Position: Q1 2026 in Review

Simplex Trading sold out of Novartis (NVS) in Q1 2026, closing a stake of 46,821 shares — an estimated $7.18M sold.

Simplex Trading first reported a position in NVS in Q2 2015 and held it in 22 quarters. The position peaked at $10.3M in Q4 2021. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Simplex Trading reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 46,821 Novartis shares in Q1 2026, an estimated $7.18M.
  • Simplex Trading first reported a position in Novartis in Q2 2015 and held it in 22 quarters.
  • Simplex Trading's Novartis position peaked at $10.3M in Q4 2021.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

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