Sphera Funds Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.65M | Hold |
37,000
| – | – | 0.9% | 41 |
|
|
2025
Q4 | $5.1M | Hold |
37,000
| – | – | 0.99% | 42 |
|
|
2025
Q3 | $4.74M | Hold |
37,000
| – | – | 1% | 35 |
|
|
2025
Q2 | $4.48M | Sell |
37,000
-13,000
| -26% | -$1.47M | 1.05% | 32 |
|
|
2025
Q1 | $5.57M | Hold |
50,000
| – | – | 1.28% | 22 |
|
|
2024
Q4 | $4.87M | Hold |
50,000
| – | – | 0.88% | 43 |
|
|
2024
Q3 | $5.75M | Hold |
50,000
| – | – | 0.92% | 40 |
|
|
2024
Q2 | $5.32M | Hold |
50,000
| – | – | 0.73% | 45 |
|
|
2024
Q1 | $4.84M | Sell |
50,000
-10,000
| -17% | -$1.03M | 0.68% | 51 |
|
|
2023
Q4 | $6.06M | Hold |
60,000
| – | – | 0.98% | 41 |
|
|
2023
Q3 | $6.11M | Hold |
60,000
| – | – | 1.11% | 33 |
|
|
2023
Q2 | $6.05M | Hold |
60,000
| – | – | 0.95% | 41 |
|
|
2023
Q1 | $5.52M | Buy |
+60,000
| New | +$5.24M | 0.92% | 39 |
|
|
2021
Q1 | – | Sell |
-429,000
| Closed | -$40.5M | – | 192 |
|
|
2020
Q4 | $40.5M | Buy |
429,000
+144,000
| +51% | +$12.6M | 3.6% | 6 |
|
|
2020
Q3 | $24.8M | Buy |
285,000
+105,000
| +58% | +$9.1M | 2.44% | 9 |
|
|
2020
Q2 | $15.7M | Buy |
180,000
+40,000
| +29% | +$3.45M | 1.48% | 18 |
|
|
2020
Q1 | $11.5M | Sell |
140,000
-60,000
| -30% | -$5.35M | 1.44% | 16 |
|
|
2019
Q4 | $18.9M | Buy |
+200,000
| New | +$17.9M | 1.56% | 12 |
|
|
2019
Q2 | – | Sell |
-111,600
| Closed | -$9.61M | – | 107 |
|
|
2019
Q1 | $9.61M | Buy |
+111,600
| New | +$8.96M | 0.88% | 22 |
|
|
2017
Q3 | – | Sell |
-223,200
| Closed | -$16M | – | 142 |
|
|
2017
Q2 | $16M | Sell |
223,200
-61,380
| -22% | -$4.35M | 2.71% | 8 |
|
|
2017
Q1 | $19M | Buy |
+284,580
| New | +$19M | 3.71% | 5 |
|
|
2016
Q1 | – | Sell |
-20,088
| Closed | -$1.55M | – | 110 |
|
|
2015
Q4 | $1.55M | Sell |
20,088
-2,232
| -10% | -$177K | 0.23% | 97 |
|
|
2015
Q3 | $1.84M | Sell |
22,320
-89,280
| -80% | -$7.95M | 0.23% | 99 |
|
|
2015
Q2 | $9.83M | Hold |
111,600
| – | – | 0.96% | 19 |
|
|
2015
Q1 | $9.86M | Sell |
111,600
-379,017
| -77% | -$33.6M | 1.03% | 18 |
|
|
2014
Q4 | $40.8M | Sell |
490,617
-43,859
| -8% | -$3.64M | 6.96% | 1 |
|
|
2014
Q3 | $45.2M | Sell |
534,476
-60,464
| -10% | -$4.89M | 5.58% | 1 |
|
|
2014
Q2 | $48.3M | Sell |
594,940
-2,232
| -0.4% | -$176K | 11.9% | 1 |
|
|
2014
Q1 | $45.4M | Buy |
597,172
+563,692
| +1,684% | +$41.1M | 10.37% | 1 |
|
|
2013
Q4 | $2.41M | Buy |
+33,480
| New | +$2.33M | 0.67% | 36 |
|
Other funds holding NVS
Sphera Funds Management's NVS Position: Q1 2026 in Review
Sphera Funds Management held its Novartis (NVS) position steady in Q1 2026 at 37,000 shares worth $5.65M. The position accounts for 0.9% of the portfolio, ranked #41.
Sphera Funds Management first reported a position in NVS in Q4 2013 and has held it in 30 quarters since. The position peaked at $48.3M in Q2 2014. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Sphera Funds Management held 37,000 shares of Novartis worth $5.65M as of Q1 2026.
- Sphera Funds Management left its Novartis share count unchanged in Q1 2026.
- Novartis made up 0.9% of Sphera Funds Management's portfolio in Q1 2026, its #41 holding.
- Sphera Funds Management first reported a position in Novartis in Q4 2013 and has held it in 30 quarters since.
- Sphera Funds Management's Novartis position peaked at $48.3M in Q2 2014.
- 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Sphera Funds Management's 13F filing for Q1 2026, filed 15 May 2026.