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 		$12.5M Sell
81,600
-27,600
-25% -$4.23M 0.01% 609
2025
Q4 		$15M Buy
109,200
+3,200
+3% +$419K 0.01% 657
2025
Q3 		$13.6M Sell
106,000
-800
-0.7% -$97.6K 0.01% 793
2025
Q2 		$12.9M Buy
106,800
+51,000
+91% +$5.75M 0.01% 735
2025
Q1 		$6.21M Sell
55,800
-60,500
-52% -$6.44M ﹤0.01% 1167
2024
Q4 		$10.1M Sell
116,300
-51,300
-31% -$5.47M 0.01% 1024
2024
Q3 		$17.9M Sell
167,600
-117,400
-41% -$13.3M 0.01% 698
2024
Q2 		$29.1M Buy
285,000
+156,700
+122% +$15.7M 0.02% 466
2024
Q1 		$11.3M Sell
128,300
-194,800
-60% -$20M 0.01% 1052
2023
Q4 		$9.94M Buy
323,100
+33,500
+12% +$3.23M 0.01% 1088
2023
Q3 		$29.5M Sell
289,600
-32,400
-10% -$3.29M 0.02% 439
2023
Q2 		$32.5M Sell
322,000
-127,100
-28% -$12.7M 0.03% 383
2023
Q1 		$41.3M Sell
449,100
-6,600
-1% -$576K 0.04% 327
2022
Q4 		$41.3M Buy
455,700
+157,800
+53% +$13.3M 0.05% 315
2022
Q3 		$22.6M Buy
297,900
+128,700
+76% +$10.7M 0.03% 474
2022
Q2 		$14.3M Sell
169,200
-3,300
-2% -$290K 0.02% 647
2022
Q1 		$15.1M Buy
172,500
+31,300
+22% +$2.71M 0.01% 637
2021
Q4 		$12.3M Buy
141,200
+83,500
+145% +$6.93M 0.01% 692
2021
Q3 		$5.29M Hold
57,700
– – ﹤0.01% 1152
2021
Q2 		$5.26M Buy
57,700
+56,957
+7,666% +$5.07M 0.01% 1142
2021
Q1 		$6.35M Buy
743
+284
+62% +$25.5K 0.01% 662
2020
Q4 		$4.33M Sell
459
-262
-36% -$22.9K 0.01% 1084
2020
Q3 		$6.27M Sell
721
-29
-4% -$2.51K 0.01% 724
2020
Q2 		$6.55M Sell
750
-313
-29% -$27K 0.01% 701
2020
Q1 		$8.76M Buy
1,063
+154
+17% +$13.7K 0.02% 466
2019
Q4 		$7.29M Sell
909
-150
-14% -$13.5K 0.02% 594
2019
Q3 		$7.96M Sell
1,059
-56
-5% -$5.03K 0.02% 495
2019
Q2 		$8.72M Buy
1,115
+855
+329% +$72.4K 0.02% 451
2019
Q1 		$16K Sell
260
-173
-40% -$13.9K ﹤0.01% 5854
2018
Q4 		$3.33M Sell
433
-246
-36% -$19.1K 0.01% 782
2018
Q3 		$5.24M Buy
679
+543
+399% +$40.1K 0.02% 593
2018
Q2 		$921K Sell
136
-46
-25% -$3.17K ﹤0.01% 1872
2018
Q1 		$48K Buy
182
+140
+333% +$10.7K ﹤0.01% 2489
2017
Q4 		$9K Sell
42
-209
-83% -$15.8K ﹤0.01% 3996
2017
Q3 		$16K Sell
251
-73
-23% -$5.51K ﹤0.01% 3365
2017
Q2 		$26K Sell
324
-185
-36% -$13.1K ﹤0.01% 3032
2017
Q1 		$47K Buy
509
+439
+627% +$29.3K ﹤0.01% 2432
2016
Q4 		$189K Sell
70
-109
-61% -$7.07K 0.01% 1090
2016
Q3 		$37K Sell
179
-145
-45% -$10.6K ﹤0.01% 2372
2016
Q2 		$35K Buy
324
+19
+6% +$1.31K ﹤0.01% 2394
2016
Q1 		$69K Buy
305
+111
+57% +$7.55K 0.01% 1663
2015
Q4 		$220K Sell
194
-24
-11% -$1.91K 0.02% 822
2015
Q3 		$131K Buy
218
+63
+41% +$5.61K 0.01% 1202
2015
Q2 		$27K Buy
155
+67
+76% +$6.15K ﹤0.01% 2194
2015
Q1 		$8K Sell
88
-29
-25% -$2.57K ﹤0.01% 3129
2014
Q4 		$9K Buy
+117
New +$9.7K ﹤0.01% 2664

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.