Squarepoint’s Novartis NVS Stock Holding History

Squarepoint’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	$6.54M	Buy	42,800 +3,600	+9%	+$552K	0.01%	1317
2025 Q4	$5.4M	Sell	39,200 -1,000	-2%	-$131K	0.01%	1405
2025 Q3	$5.16M	Buy	40,200 +900	+2%	+$110K	0.01%	1451
2025 Q2	$4.76M	Sell	39,300 -52,500	-57%	-$5.92M	﹤0.01%	1501
2025 Q1	$10.2M	Sell	91,800 -14,900	-14%	-$1.59M	0.01%	1015
2024 Q4	$10.4M	Buy	+106,700	New	+$11.4M	0.01%	1128
2024 Q1	–	Sell	-83,900	Closed	-$8.47M	–	4423
2023 Q4	$8.47M	Buy	83,900 +78,900	+1,578%	+$7.62M	0.02%	1044
2023 Q3	$509K	Sell	5,000 -32,200	-87%	-$3.27M	﹤0.01%	2791
2023 Q2	$3.75M	Buy	37,200 +8,500	+30%	+$850K	0.01%	1249
2023 Q1	$2.64M	Buy	28,700 +12,100	+73%	+$1.06M	0.01%	1255
2022 Q4	$1.51M	Buy	+16,600	New	+$1.4M	0.01%	1537

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Squarepoint's NVS Position: Q1 2026 in Review

Squarepoint reduced its Novartis (NVS) stake by 61% in Q1 2026, selling an estimated $3.29M and leaving 13,963 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Squarepoint first reported a position in NVS in Q2 2016 and has held it in 25 quarters since. The position peaked at $6.46M in Q2 2021. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Squarepoint held 13,963 shares of Novartis worth $2.13M as of Q1 2026.
Squarepoint sold 21,494 Novartis shares in Q1 2026, an estimated $3.29M.
Novartis made up ﹤0.01% of Squarepoint's portfolio in Q1 2026, its #2134 holding.
Squarepoint first reported a position in Novartis in Q2 2016 and has held it in 25 quarters since.
Squarepoint's Novartis position peaked at $6.46M in Q2 2021.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Squarepoint's 13F filing for Q1 2026, filed 15 May 2026.