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 		$4.57M Sell
29,900
-17,000
-36% -$2.61M ﹤0.01% 1172
2025
Q4 		$6.47M Sell
46,900
-12,600
-21% -$1.65M ﹤0.01% 1112
2025
Q3 		$7.63M Sell
59,500
-11,400
-16% -$1.39M ﹤0.01% 1148
2025
Q2 		$8.58M Sell
70,900
-5,000
-7% -$564K ﹤0.01% 988
2025
Q1 		$8.46M Buy
75,900
+5,600
+8% +$596K 0.01% 975
2024
Q4 		$6.39M Sell
70,300
-26,500
-27% -$2.83M ﹤0.01% 1303
2024
Q3 		$10.7M Sell
96,800
-31,700
-25% -$3.6M 0.01% 997
2024
Q2 		$13.2M Buy
128,500
+11,400
+10% +$1.14M 0.01% 838
2024
Q1 		$10.8M Sell
117,100
-14,900
-11% -$1.53M 0.01% 1080
2023
Q4 		$3.7M Sell
132,000
-45,200
-26% -$4.36M ﹤0.01% 1813
2023
Q3 		$18M Sell
177,200
-177,500
-50% -$18M 0.01% 636
2023
Q2 		$35.8M Sell
354,700
-38,600
-10% -$3.86M 0.03% 353
2023
Q1 		$36.2M Sell
393,300
-199,500
-34% -$17.4M 0.03% 365
2022
Q4 		$53.8M Buy
592,800
+155,700
+36% +$13.1M 0.06% 253
2022
Q3 		$33.2M Buy
437,100
+238,800
+120% +$19.8M 0.04% 350
2022
Q2 		$16.8M Buy
198,300
+19,300
+11% +$1.69M 0.02% 574
2022
Q1 		$15.7M Sell
179,000
-1,500
-0.8% -$130K 0.01% 622
2021
Q4 		$15.8M Buy
180,500
+102,900
+133% +$8.54M 0.02% 597
2021
Q3 		$7.11M Hold
77,600
– – 0.01% 940
2021
Q2 		$7.08M Buy
77,600
+76,526
+7,125% +$6.81M 0.01% 912
2021
Q1 		$9.18M Sell
1,074
-369
-26% -$33.1K 0.02% 503
2020
Q4 		$13.5M Sell
1,443
-174
-11% -$15.2K 0.02% 464
2020
Q3 		$14M Sell
1,617
-32
-2% -$2.77K 0.02% 406
2020
Q2 		$14.3M Buy
1,649
+450
+38% +$38.8K 0.02% 388
2020
Q1 		$9.79M Buy
1,199
+632
+111% +$56.4K 0.02% 435
2019
Q4 		$3.82M Sell
567
-655
-54% -$58.8K 0.01% 975
2019
Q3 		$8.38M Buy
1,222
+257
+27% +$23.1K 0.02% 479
2019
Q2 		$5.76M Buy
965
+385
+66% +$32.6K 0.02% 616
2019
Q1 		$598K Buy
580
+295
+104% +$23.7K ﹤0.01% 2479
2018
Q4 		$2.19M Sell
285
-88
-24% -$6.85K 0.01% 1029
2018
Q3 		$2.88M Sell
373
-323
-46% -$23.9K 0.01% 964
2018
Q2 		$4.71M Buy
696
+256
+58% +$17.7K 0.02% 588
2018
Q1 		$107K Buy
440
+4
+0.9% +$305 ﹤0.01% 1754
2017
Q4 		$88K Buy
436
+196
+82% +$14.8K ﹤0.01% 1911
2017
Q3 		$58K Sell
240
-113
-32% -$8.53K ﹤0.01% 2173
2017
Q2 		$134K Buy
353
+196
+125% +$13.9K 0.01% 1517
2017
Q1 		$17K Sell
157
-170
-52% -$11.3K ﹤0.01% 3426
2016
Q4 		$36K Sell
327
-70
-18% -$4.54K ﹤0.01% 2476
2016
Q3 		$9K Buy
397
+108
+37% +$7.87K ﹤0.01% 3703
2016
Q2 		$56K Sell
289
-27
-9% -$1.86K ﹤0.01% 1944
2016
Q1 		$16K Buy
316
+104
+49% +$7.08K ﹤0.01% 3007
2015
Q4 		$14K Sell
212
-116
-35% -$9.21K ﹤0.01% 3015
2015
Q3 		$19K Buy
328
+223
+212% +$19.8K ﹤0.01% 2848
2015
Q2 		$9K Sell
105
-30
-22% -$2.75K ﹤0.01% 3161
2015
Q1 		$57K Buy
135
+16
+13% +$1.42K 0.01% 1463
2014
Q4 		$23K Buy
+119
New +$9.86K ﹤0.01% 1941

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.