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	$12.1M	Buy	79,500 +62,400	+365%	+$9.57M	0.01%	973
2025 Q4	$2.36M	Sell	17,100 -60,100	-78%	-$7.87M	﹤0.01%	1943
2025 Q3	$9.9M	Buy	77,200 +56,300	+269%	+$6.87M	0.01%	1079
2025 Q2	$2.53M	Sell	20,900 -45,300	-68%	-$5.11M	﹤0.01%	1921
2025 Q1	$7.38M	Buy	66,200 +39,900	+152%	+$4.25M	0.01%	1186
2024 Q4	$2.56M	Buy	26,300 +18,700	+246%	+$1.99M	﹤0.01%	2202
2024 Q3	$874K	Buy	7,600 +2,800	+58%	+$318K	﹤0.01%	2703
2024 Q2	$511K	Sell	4,800 -5,100	-52%	-$512K	﹤0.01%	3062
2024 Q1	$958K	Buy	+9,900	New	+$1.02M	﹤0.01%	2634
2023 Q4	–	Sell	-3,000	Closed	-$306K	–	4338
2023 Q3	$306K	Sell	3,000 -108,500	-97%	-$11M	﹤0.01%	3148
2023 Q2	$11.3M	Buy	111,500 +50,100	+82%	+$5.01M	0.03%	600
2023 Q1	$5.65M	Buy	61,400 +20,600	+50%	+$1.8M	0.02%	818
2022 Q4	$3.7M	Buy	+40,800	New	+$3.44M	0.01%	985

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.