Steve Schonfeld’s Novartis NVS Stock Holding History

Steve Schonfeld’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 Q2	$2.58M	Buy	16,468 +6,949	+73%	+$1.04M	0.01%	929
2026 Q1	$1.45M	Buy	+9,519	New	+$1.46M	0.01%	938
2025 Q1	–	Sell	-62,418	Closed	-$6.07M	–	2415
2024 Q4	$6.07M	Buy	+62,418	New	+$6.66M	0.04%	435
2023 Q3	–	Sell	-211,797	Closed	-$21.4M	–	2132
2023 Q2	$21.4M	Buy	211,797 +105,520	+99%	+$10.6M	0.18%	163
2023 Q1	$9.78M	Buy	+106,277	New	+$9.28M	0.09%	290
2022 Q4	–	Sell	-63,688	Closed	-$4.84M	–	2880
2022 Q3	$4.84M	Buy	+63,688	New	+$5.28M	0.04%	537
2022 Q2	–	Sell	-144,915	Closed	-$12.7M	–	2861
2022 Q1	$12.7M	Buy	144,915 +136,015	+1,528%	+$11.8M	0.11%	216
2021 Q4	$779K	Sell	8,900 -17,500	-66%	-$1.45M	0.01%	1051
2021 Q3	$2.16M	Buy	+26,400	New	+$2.38M	0.02%	687
2020 Q4	–	Sell	-3,320	Closed	-$289K	–	1778
2020 Q3	$289K	Buy	+3,320	New	+$288K	0.01%	1109
2020 Q1	–	Sell	-58,107	Closed	-$5.5M	–	1400
2019 Q4	$5.5M	Buy	+58,107	New	+$5.21M	0.13%	181
2019 Q2	–	Sell	-39,848	Closed	-$3.43M	–	1177
2019 Q1	$3.43M	Buy	+39,848	New	+$3.2M	0.12%	230
2018 Q3	–	Sell	-20,758	Closed	-$1.41M	–	965
2018 Q2	$1.41M	Sell	20,758 -14,970	-42%	-$1.03M	0.08%	334
2018 Q1	$2.59M	Buy	+35,728	New	+$2.72M	0.19%	152
2017 Q4	–	Sell	-3,753	Closed	-$289K	–	838
2017 Q3	$289K	Sell	3,753 -2,403	-39%	-$181K	0.03%	459
2017 Q2	$460K	Buy	+6,156	New	+$436K	0.05%	404
2016 Q4	–	Sell	-23,888	Closed	-$1.69M	–	623
2016 Q3	$1.69M	Buy	+23,888	New	+$1.74M	0.29%	91
2016 Q2	–	Sell	-5,394	Closed	-$350K	–	500
2016 Q1	$350K	Buy	+5,394	New	+$367K	0.14%	193

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Steve Schonfeld's NVS Position: Q2 2026 in Review

Steve Schonfeld increased its Novartis (NVS) stake by 73% in Q2 2026, buying an estimated $1.04M and bringing the position to 16,468 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #929.

Steve Schonfeld first reported a position in NVS in Q1 2016 and has held it in 18 quarters since. The position peaked at $21.4M in Q2 2023. 1,615 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Steve Schonfeld held 16,468 shares of Novartis worth $2.58M as of Q2 2026.
Steve Schonfeld bought 6,949 Novartis shares in Q2 2026, an estimated $1.04M.
Novartis made up 0.01% of Steve Schonfeld's portfolio in Q2 2026, its #929 holding.
Steve Schonfeld first reported a position in Novartis in Q1 2016 and has held it in 18 quarters since.
Steve Schonfeld's Novartis position peaked at $21.4M in Q2 2023.
1,615 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.