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Trexquant Investment’s Novartis NVS Stock Holding History

Trexquant Investment’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
2025
Q3 		– Sell
-13,023
Closed -$1.58M – 1810
2025
Q2 		$1.58M Buy
+13,023
New +$1.47M 0.02% 966
2024
Q4 		– Sell
-14,771
Closed -$1.7M – 1765
2024
Q3 		$1.7M Buy
14,771
+12,599
+580% +$1.43M 0.02% 872
2024
Q2 		$231K Sell
2,172
-111,940
-98% -$11.2M ﹤0.01% 1422
2024
Q1 		$11M Buy
+114,112
New +$11.7M 0.22% 97
2023
Q3 		– Sell
-31,342
Closed -$3.16M – 1713
2023
Q2 		$3.16M Buy
31,342
+6,931
+28% +$693K 0.08% 341
2023
Q1 		$2.25M Buy
+24,411
New +$2.13M 0.06% 418
2021
Q4 		– Sell
-23,059
Closed -$1.89M – 1529
2021
Q3 		$1.89M Buy
+23,059
New +$2.07M 0.15% 184
2021
Q2 		– Sell
-3,542
Closed -$303K – 1377
2021
Q1 		$303K Buy
+3,542
New +$318K 0.03% 744
2020
Q2 		– Sell
-56,748
Closed -$4.68M – 1368
2020
Q1 		$4.68M Buy
56,748
+19,865
+54% +$1.77M 0.34% 45
2019
Q4 		$3.49M Buy
+36,883
New +$3.31M 0.21% 153
2018
Q4 		– Sell
-31,880
Closed -$2.46M – 1232
2018
Q3 		$2.46M Buy
+31,880
New +$2.36M 0.19% 170
2018
Q2 		– Sell
-44,551
Closed -$3.23M – 1106
2018
Q1 		$3.23M Buy
+44,551
New +$3.39M 0.23% 124

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Trexquant Investment's NVS Position: Q3 2025 in Review

Trexquant Investment sold out of Novartis (NVS) in Q3 2025, closing a stake of 13,023 shares — an estimated $1.58M sold.

Trexquant Investment first reported a position in NVS in Q1 2018 and held it in 12 quarters. The position peaked at $11M in Q1 2024. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Trexquant Investment reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
  • Trexquant Investment sold 13,023 Novartis shares in Q3 2025, an estimated $1.58M.
  • Trexquant Investment first reported a position in Novartis in Q1 2018 and held it in 12 quarters.
  • Trexquant Investment's Novartis position peaked at $11M in Q1 2024.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Trexquant Investment's 13F filing for Q3 2025, filed 14 Nov 2025.