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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,200
| Closed | -$2.24M | – | 1510 |
|
|
2023
Q4 | $2.24M | Buy |
22,200
+5,000
| +29% | +$483K | ﹤0.01% | 1042 |
|
|
2023
Q3 | $1.75M | Sell |
17,200
-472,600
| -96% | -$48M | ﹤0.01% | 895 |
|
|
2023
Q2 | $49.4M | Sell |
489,800
-671,600
| -58% | -$67.2M | 0.08% | 214 |
|
|
2023
Q1 | $107M | Sell |
1,161,400
-519,100
| -31% | -$45.3M | 0.2% | 75 |
|
|
2022
Q4 | $152M | Buy |
1,680,500
+910,400
| +118% | +$76.7M | 0.33% | 41 |
|
|
2022
Q3 | $58.5M | Buy |
+770,100
| New | +$63.8M | 0.11% | 154 |
|
|
2022
Q1 | – | Sell |
-497,900
| Closed | -$43.6M | – | 1813 |
|
|
2021
Q4 | $43.6M | Hold |
497,900
| – | – | 0.09% | 195 |
|
|
2021
Q3 | $40.7M | Buy |
+497,900
| New | +$44.8M | 0.09% | 210 |
|
|
2021
Q2 | – | Sell |
-46,900
| Closed | -$4.01M | – | 1544 |
|
|
2021
Q1 | $4.01M | Sell |
46,900
-59,900
| -56% | -$5.38M | 0.02% | 692 |
|
|
2020
Q4 | $10.1M | Buy |
106,800
+106,200
| +17,700% | +$9.28M | 0.04% | 439 |
|
|
2020
Q3 | $52K | Hold |
600
| – | – | ﹤0.01% | 1094 |
|
|
2020
Q2 | $52K | Buy |
+600
| New | +$51.8K | ﹤0.01% | 1328 |
|
|
2019
Q4 | – | Sell |
-12,900
| Closed | -$1.12M | – | 1400 |
|
|
2019
Q3 | $1.12M | Buy |
+12,900
| New | +$1.16M | ﹤0.01% | 809 |
|
|
2018
Q1 | – | Sell |
-12,722
| Closed | -$957K | – | 1249 |
|
|
2017
Q4 | $957K | Buy |
12,722
+2,901
| +30% | +$219K | 0.01% | 713 |
|
|
2017
Q3 | $755K | Hold |
9,821
| – | – | 0.01% | 715 |
|
|
2017
Q2 | $735K | Buy |
+9,821
| New | +$696K | 0.01% | 700 |
|
|
2016
Q4 | – | Sell |
-7,477
| Closed | -$529K | – | 1306 |
|
|
2016
Q3 | $529K | Sell |
7,477
-15,178
| -67% | -$1.11M | 0.01% | 815 |
|
|
2016
Q2 | $1.68M | Buy |
22,655
+2,790
| +14% | +$193K | 0.03% | 524 |
|
|
2016
Q1 | $1.29M | Sell |
19,865
-4,575
| -19% | -$311K | 0.02% | 529 |
|
|
2015
Q4 | $1.88M | Sell |
24,440
-5,022
| -17% | -$399K | 0.04% | 434 |
|
|
2015
Q3 | $2.43M | Buy |
29,462
+27,788
| +1,660% | +$2.47M | 0.06% | 302 |
|
|
2015
Q2 | $148K | Buy |
+1,674
| New | +$154K | ﹤0.01% | 1110 |
|
|
2014
Q4 | – | Sell |
-45,979
| Closed | -$3.88M | – | 1166 |
|
|
2014
Q3 | $3.88M | Sell |
45,979
-11,607
| -20% | -$939K | 0.1% | 217 |
|
|
2014
Q2 | $4.67M | Sell |
57,586
-1,562
| -3% | -$123K | 0.1% | 209 |
|
|
2014
Q1 | $4.51M | Sell |
59,148
-26,561
| -31% | -$1.94M | 0.09% | 255 |
|
|
2013
Q4 | $6.17M | Buy |
85,709
+71,759
| +514% | +$4.99M | 0.15% | 126 |
|
|
2013
Q3 | $959K | Buy |
13,950
+13,838
| +12,355% | +$916K | 0.03% | 482 |
|
|
2013
Q2 | $7K | Buy |
+112
| New | +$7.29K | ﹤0.01% | 788 |
|
Other funds holding NVS
Twin Tree Management's NVS Position: Q1 2026 in Review
Twin Tree Management opened a new position in Novartis (NVS) in Q1 2026: 787 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #1147 among its holdings. This is a return to the name: Twin Tree Management previously reported a position in NVS as recently as Q2 2025.
Twin Tree Management first reported a position in NVS in Q2 2013 and has held it in 34 quarters since. The position peaked at $42.6M in Q2 2023. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Twin Tree Management held 787 shares of Novartis worth $120K as of Q1 2026.
- Novartis was a new Twin Tree Management position in Q1 2026.
- Novartis made up ﹤0.01% of Twin Tree Management's portfolio in Q1 2026, its #1147 holding.
- Twin Tree Management first reported a position in Novartis in Q2 2013 and has held it in 34 quarters since.
- Twin Tree Management's Novartis position peaked at $42.6M in Q2 2023.
- 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Twin Tree Management's 13F filing for Q1 2026, filed 14 May 2026.