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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 $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

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.