XTX Topco’s Novartis NVS Stock Holding History

XTX Topco’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 Q1	$9.25M	Buy	60,566 +44,077	+267%	+$6.76M	0.16%	78
2025 Q4	$2.27M	Buy	16,489 +10,862	+193%	+$1.42M	0.06%	480
2025 Q3	$722K	Sell	5,627 -3,586	-39%	-$438K	0.04%	799
2025 Q2	$1.11M	Buy	9,213 +6,932	+304%	+$781K	0.05%	596
2025 Q1	$254K	Sell	2,281 -8,098	-78%	-$862K	0.01%	1531
2024 Q4	$1.01M	Sell	10,379 -20,140	-66%	-$2.15M	0.08%	296
2024 Q3	$3.51M	Buy	+30,519	New	+$3.46M	0.25%	32
2024 Q1	–	Sell	-4,519	Closed	-$456K	–	2163
2023 Q4	$456K	Buy	+4,519	New	+$436K	0.1%	316
2022 Q4	–	Sell	-3,899	Closed	-$296K	–	1387
2022 Q3	$296K	Buy	+3,899	New	+$323K	0.07%	513
2022 Q1	–	Sell	-5,972	Closed	-$522K	–	879
2021 Q4	$522K	Buy	+5,972	New	+$496K	0.3%	66

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

XTX Topco's NVS Position: Q1 2026 in Review

XTX Topco increased its Novartis (NVS) stake by 267% in Q1 2026, buying an estimated $6.76M and bringing the position to 60,566 shares worth $9.25M. The position accounts for 0.16% of the portfolio, ranked #78.

XTX Topco first reported a position in NVS in Q4 2021 and has held it in 10 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

XTX Topco held 60,566 shares of Novartis worth $9.25M as of Q1 2026.
XTX Topco bought 44,077 Novartis shares in Q1 2026, an estimated $6.76M.
Novartis made up 0.16% of XTX Topco's portfolio in Q1 2026, its #78 holding.
XTX Topco first reported a position in Novartis in Q4 2021 and has held it in 10 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on XTX Topco's 13F filing for Q1 2026, filed 15 May 2026.