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Sphera Funds Management’s Novartis NVS Stock Holding History

Sphera Funds Management’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
-120,000
Closed -$11.3M – 191
2020
Q4 		$11.3M Buy
+120,000
New +$10.5M 1.01% 26

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sphera Funds Management's NVS Position: Q2 2026 in Review

Sphera Funds Management increased its Novartis (NVS) stake by 35% in Q2 2026, buying an estimated $1.95M and bringing the position to 50,000 shares worth $7.83M. The position accounts for 1.02% of the portfolio, ranked #30.

Sphera Funds Management first reported a position in NVS in Q4 2013 and has held it in 31 quarters since. The position peaked at $48.3M in Q2 2014. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Sphera Funds Management held 50,000 shares of Novartis worth $7.83M as of Q2 2026.
  • Sphera Funds Management bought 13,000 Novartis shares in Q2 2026, an estimated $1.95M.
  • Novartis made up 1.02% of Sphera Funds Management's portfolio in Q2 2026, its #30 holding.
  • Sphera Funds Management first reported a position in Novartis in Q4 2013 and has held it in 31 quarters since.
  • Sphera Funds Management's Novartis position peaked at $48.3M in Q2 2014.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Sphera Funds Management's 13F filing for Q2 2026, filed 14 Aug 2026.