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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,100
| Closed | -$141K | – | 1629 |
|
|
2025
Q3 | $141K | Hold |
1,100
| – | – | ﹤0.01% | 1360 |
|
|
2025
Q2 | $133K | Buy |
+1,100
| New | +$124K | ﹤0.01% | 1524 |
|
|
2025
Q1 | – | Sell |
-31,000
| Closed | -$3.02M | – | 1816 |
|
|
2024
Q4 | $3.02M | Sell |
31,000
-207,900
| -87% | -$22.2M | 0.01% | 1062 |
|
|
2024
Q3 | $27.5M | Buy |
238,900
+31,000
| +15% | +$3.52M | 0.05% | 319 |
|
|
2024
Q2 | $22.1M | Buy |
+207,900
| New | +$20.9M | 0.05% | 337 |
|
|
2024
Q1 | – | Sell |
-121,000
| Closed | -$12.2M | – | 1512 |
|
|
2023
Q4 | $12.2M | Sell |
121,000
-315,700
| -72% | -$30.5M | 0.02% | 634 |
|
|
2023
Q3 | $44.5M | Sell |
436,700
-8,300
| -2% | -$842K | 0.1% | 187 |
|
|
2023
Q2 | $44.9M | Buy |
445,000
+282,200
| +173% | +$28.2M | 0.07% | 228 |
|
|
2023
Q1 | $15M | Buy |
+162,800
| New | +$14.2M | 0.03% | 463 |
|
|
2022
Q2 | – | Sell |
-127,800
| Closed | -$11.2M | – | 1758 |
|
|
2022
Q1 | $11.2M | Buy |
127,800
+34,600
| +37% | +$3M | 0.02% | 675 |
|
|
2021
Q4 | $8.15M | Buy |
+93,200
| New | +$7.74M | 0.02% | 683 |
|
|
2021
Q1 | – | Sell |
-251,700
| Closed | -$23.8M | – | 1531 |
|
|
2020
Q4 | $23.8M | Sell |
251,700
-14,000
| -5% | -$1.22M | 0.1% | 237 |
|
|
2020
Q3 | $23.1M | Sell |
265,700
-10,100
| -4% | -$875K | 0.1% | 231 |
|
|
2020
Q2 | $24.1M | Buy |
275,800
+212,000
| +332% | +$18.3M | 0.1% | 242 |
|
|
2020
Q1 | $5.26M | Buy |
63,800
+23,400
| +58% | +$2.09M | 0.03% | 471 |
|
|
2019
Q4 | $3.83M | Buy |
+40,400
| New | +$3.63M | 0.01% | 567 |
|
|
2018
Q2 | – | Sell |
-140,281
| Closed | -$10.2M | – | 1294 |
|
|
2018
Q1 | $10.2M | Buy |
140,281
+6,026
| +4% | +$459K | 0.08% | 207 |
|
|
2017
Q4 | $10.1M | Buy |
134,255
+117,069
| +681% | +$8.83M | 0.07% | 238 |
|
|
2017
Q3 | $1.32M | Sell |
17,186
-124,100
| -88% | -$9.37M | 0.01% | 633 |
|
|
2017
Q2 | $10.6M | Buy |
+141,286
| New | +$10M | 0.08% | 233 |
|
|
2017
Q1 | – | Sell |
-145,080
| Closed | -$9.47M | – | 1175 |
|
|
2016
Q4 | $9.47M | Buy |
145,080
+84,928
| +141% | +$5.51M | 0.09% | 259 |
|
|
2016
Q3 | $4.26M | Hold |
60,152
| – | – | 0.05% | 321 |
|
|
2016
Q2 | $4.45M | Buy |
60,152
+39,841
| +196% | +$2.75M | 0.07% | 286 |
|
|
2016
Q1 | $1.32M | Sell |
20,311
-58,590
| -74% | -$3.99M | 0.03% | 525 |
|
|
2015
Q4 | $6.08M | Sell |
78,901
-21,427
| -21% | -$1.7M | 0.12% | 170 |
|
|
2015
Q3 | $8.26M | Buy |
100,328
+79,794
| +389% | +$7.1M | 0.21% | 65 |
|
|
2015
Q2 | $1.81M | Sell |
20,534
-1,563
| -7% | -$143K | 0.04% | 434 |
|
|
2015
Q1 | $1.95M | Sell |
22,097
-7,812
| -26% | -$693K | 0.05% | 380 |
|
|
2014
Q4 | $2.48M | Sell |
29,909
-64,728
| -68% | -$5.37M | 0.07% | 315 |
|
|
2014
Q3 | $7.98M | Sell |
94,637
-4,464
| -5% | -$361K | 0.21% | 83 |
|
|
2014
Q2 | $8.04M | Sell |
99,101
-12,387
| -11% | -$974K | 0.18% | 103 |
|
|
2014
Q1 | $8.49M | Sell |
111,488
-7,254
| -6% | -$529K | 0.17% | 119 |
|
|
2013
Q4 | $8.55M | Buy |
118,742
+40,510
| +52% | +$2.82M | 0.2% | 78 |
|
|
2013
Q3 | $5.38M | Buy |
+78,232
| New | +$5.18M | 0.18% | 102 |
|
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.