Verition Fund Management’s Novartis NVS Stock Holding History

Verition Fund Management’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	$1.57M	Buy	10,000 +7,140	+250%	+$1.07M	0.01%	1220
2026 Q1	$437K	Sell	2,860 -4,646	-62%	-$712K	﹤0.01%	1643
2025 Q4	$1.03M	Buy	+7,506	New	+$983K	﹤0.01%	2130
2025 Q1	–	Sell	-3,464	Closed	-$337K	–	3600
2024 Q4	$337K	Buy	+3,464	New	+$369K	﹤0.01%	2713
2020 Q3	–	Sell	-2,676	Closed	-$234K	–	1287
2020 Q2	$234K	Buy	+2,676	New	+$231K	0.01%	901
2019 Q3	–	Sell	-2,668	Closed	-$244K	–	1241
2019 Q2	$244K	Buy	+2,668	New	+$226K	0.01%	920
2019 Q1	–	Sell	-10,043	Closed	-$772K	–	1261
2018 Q4	$772K	Buy	+10,043	New	+$782K	0.06%	315
2018 Q3	–	Sell	-43,739	Closed	-$2.96M	–	1388
2018 Q2	$2.96M	Buy	43,739 +32,005	+273%	+$2.21M	0.18%	119
2018 Q1	$850K	Buy	11,734 +7,308	+165%	+$556K	0.06%	431
2017 Q4	$333K	Buy	+4,426	New	+$334K	0.03%	633
2017 Q3	–	Sell	-3,408	Closed	-$255K	–	1314
2017 Q2	$255K	Sell	3,408 -4,850	-59%	-$344K	0.02%	743
2017 Q1	$550K	Buy	+8,258	New	+$550K	0.05%	513
2016 Q1	–	Sell	-3,110	Closed	-$240K	–	774
2015 Q4	$240K	Sell	3,110 -3,661	-54%	-$291K	0.05%	351
2015 Q3	$558K	Buy	+6,771	New	+$603K	0.15%	179

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

Verition Fund Management's NVS Position: Q2 2026 in Review

Verition Fund Management increased its Novartis (NVS) stake by 250% in Q2 2026, buying an estimated $1.07M and bringing the position to 10,000 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #1220.

Verition Fund Management first reported a position in NVS in Q3 2015 and has held it in 14 quarters since. The position peaked at $2.96M in Q2 2018. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Verition Fund Management held 10,000 shares of Novartis worth $1.57M as of Q2 2026.
Verition Fund Management bought 7,140 Novartis shares in Q2 2026, an estimated $1.07M.
Novartis made up 0.01% of Verition Fund Management's portfolio in Q2 2026, its #1220 holding.
Verition Fund Management first reported a position in Novartis in Q3 2015 and has held it in 14 quarters since.
Verition Fund Management's Novartis position peaked at $2.96M in Q2 2018.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Verition Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.