Twin Tree Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $153K | Buy |
974
+187
| +24% | +$28K | ﹤0.01% | 1235 |
|
|
2026
Q1 | $120K | Buy |
+787
| New | +$121K | ﹤0.01% | 1147 |
|
|
2025
Q3 | – | Sell |
-3,257
| Closed | -$397K | – | 1733 |
|
|
2025
Q2 | $394K | Sell |
3,257
-3,042
| -48% | -$343K | ﹤0.01% | 1462 |
|
|
2025
Q1 | $702K | Sell |
6,299
-24,641
| -80% | -$2.62M | ﹤0.01% | 1309 |
|
|
2024
Q4 | $3.01M | Buy |
30,940
+22,105
| +250% | +$2.36M | 0.01% | 1064 |
|
|
2024
Q3 | $1.02M | Buy |
8,835
+848
| +11% | +$96.2K | ﹤0.01% | 1228 |
|
|
2024
Q2 | $850K | Buy |
+7,987
| New | +$802K | ﹤0.01% | 1075 |
|
|
2024
Q1 | – | Sell |
-6,821
| Closed | -$689K | – | 1511 |
|
|
2023
Q4 | $689K | Sell |
6,821
-8,375
| -55% | -$808K | ﹤0.01% | 1168 |
|
|
2023
Q3 | $1.55M | Sell |
15,196
-407,452
| -96% | -$41.4M | ﹤0.01% | 907 |
|
|
2023
Q2 | $42.6M | Buy |
422,648
+169,908
| +67% | +$17M | 0.07% | 239 |
|
|
2023
Q1 | $23.3M | Buy |
252,740
+238,174
| +1,635% | +$20.8M | 0.04% | 368 |
|
|
2022
Q4 | $1.32M | Buy |
+14,566
| New | +$1.23M | ﹤0.01% | 1002 |
|
|
2022
Q3 | – | Sell |
-5,953
| Closed | -$493K | – | 1581 |
|
|
2022
Q2 | $503K | Sell |
5,953
-317,772
| -98% | -$27.9M | ﹤0.01% | 1294 |
|
|
2022
Q1 | $28.4M | Buy |
+323,725
| New | +$28M | 0.05% | 362 |
|
|
2021
Q3 | – | Sell |
-21,562
| Closed | -$1.94M | – | 1713 |
|
|
2021
Q2 | $1.97M | Sell |
21,562
-46,358
| -68% | -$4.13M | 0.01% | 887 |
|
|
2021
Q1 | $5.81M | Buy |
67,920
+23,733
| +54% | +$2.13M | 0.02% | 607 |
|
|
2020
Q4 | $4.17M | Buy |
44,187
+23,713
| +116% | +$2.07M | 0.02% | 675 |
|
|
2020
Q3 | $1.78M | Sell |
20,474
-20,827
| -50% | -$1.8M | 0.01% | 785 |
|
|
2020
Q2 | $3.61M | Buy |
41,301
+18,446
| +81% | +$1.59M | 0.01% | 730 |
|
|
2020
Q1 | $1.88M | Buy |
22,855
+22,818
| +61,670% | +$2.04M | 0.01% | 734 |
|
|
2019
Q4 | $4K | Buy |
+37
| New | +$3.32K | ﹤0.01% | 1192 |
|
|
2018
Q2 | – | Sell |
-58,775
| Closed | -$4.26M | – | 1293 |
|
|
2018
Q1 | $4.26M | Buy |
58,775
+42,006
| +250% | +$3.2M | 0.03% | 371 |
|
|
2017
Q4 | $1.26M | Buy |
16,769
+11,843
| +240% | +$894K | 0.01% | 666 |
|
|
2017
Q3 | $379K | Sell |
4,926
-14,149
| -74% | -$1.07M | ﹤0.01% | 780 |
|
|
2017
Q2 | $1.43M | Buy |
+19,075
| New | +$1.35M | 0.01% | 610 |
|
|
2017
Q1 | – | Sell |
-38,303
| Closed | -$2.5M | – | 1174 |
|
|
2016
Q4 | $2.5M | Buy |
38,303
+28,616
| +295% | +$1.86M | 0.02% | 573 |
|
|
2016
Q3 | $685K | Buy |
9,687
+7,430
| +329% | +$541K | 0.01% | 762 |
|
|
2016
Q2 | $167K | Sell |
2,257
-20,050
| -90% | -$1.39M | ﹤0.01% | 1005 |
|
|
2016
Q1 | $1.45M | Sell |
22,307
-53,750
| -71% | -$3.66M | 0.03% | 497 |
|
|
2015
Q4 | $5.86M | Buy |
76,057
+23,729
| +45% | +$1.89M | 0.12% | 175 |
|
|
2015
Q3 | $4.31M | Buy |
52,328
+49,092
| +1,517% | +$4.37M | 0.11% | 168 |
|
|
2015
Q2 | $285K | Sell |
3,236
-4,940
| -60% | -$453K | 0.01% | 1007 |
|
|
2015
Q1 | $722K | Buy |
8,176
+5,383
| +193% | +$477K | 0.02% | 691 |
|
|
2014
Q4 | $232K | Buy |
+2,793
| New | +$232K | 0.01% | 892 |
|
|
2013
Q3 | – | Sell |
-3,541
| Closed | -$234K | – | 872 |
|
|
2013
Q2 | $224K | Buy |
+3,541
| New | +$230K | 0.01% | 691 |
|
Other funds holding NVS
Twin Tree Management's NVS Position: Q2 2026 in Review
Twin Tree Management increased its Novartis (NVS) stake by 24% in Q2 2026, buying an estimated $28K and bringing the position to 974 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.
Twin Tree Management first reported a position in NVS in Q2 2013 and has held it in 35 quarters since. The position peaked at $42.6M in Q2 2023. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Twin Tree Management held 974 shares of Novartis worth $153K as of Q2 2026.
- Twin Tree Management bought 187 Novartis shares in Q2 2026, an estimated $28K.
- Novartis made up ﹤0.01% of Twin Tree Management's portfolio in Q2 2026, its #1235 holding.
- Twin Tree Management first reported a position in Novartis in Q2 2013 and has held it in 35 quarters since.
- Twin Tree Management's Novartis position peaked at $42.6M in Q2 2023.
- 1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Twin Tree Management's 13F filing for Q2 2026, filed 12 Aug 2026.