Y-Intercept (HK)’s Novartis NVS Stock Holding History

Y-Intercept (HK)’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	$1.09M	Sell	6,978 -39,458	-85%	-$5.92M	0.02%	1014
2026 Q1	$7.09M	Buy	+46,436	New	+$7.12M	0.13%	206
2025 Q1	–	Sell	-26,731	Closed	-$2.6M	–	1498
2024 Q4	$2.6M	Buy	+26,731	New	+$2.85M	0.17%	154
2024 Q2	–	Sell	-24,856	Closed	-$2.4M	–	1760
2024 Q1	$2.4M	Buy	24,856 +5,463	+28%	+$560K	0.18%	132
2023 Q4	$1.96M	Buy	+19,393	New	+$1.87M	0.18%	131
2022 Q4	–	Sell	-18,837	Closed	-$1.43M	–	1239
2022 Q3	$1.43M	Buy	18,837 +14,062	+294%	+$1.17M	0.14%	214
2022 Q2	$404K	Sell	4,775 -314	-6%	-$27.5K	0.05%	487
2022 Q1	$447K	Sell	5,089 -2,183	-30%	-$189K	0.1%	298
2021 Q4	$636K	Sell	7,272 -15,694	-68%	-$1.3M	0.15%	196
2021 Q3	$1.88M	Sell	22,966 -310	-1%	-$27.9K	0.34%	70
2021 Q2	$2.12M	Buy	+23,276	New	+$2.07M	0.54%	19

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

Y-Intercept (HK)'s NVS Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Novartis (NVS) stake by 85% in Q2 2026, selling an estimated $5.92M and leaving 6,978 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #1014.

Y-Intercept (HK) first reported a position in NVS in Q2 2021 and has held it in 11 quarters since. The position peaked at $7.09M in Q1 2026. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Y-Intercept (HK) held 6,978 shares of Novartis worth $1.09M as of Q2 2026.
Y-Intercept (HK) sold 39,458 Novartis shares in Q2 2026, an estimated $5.92M.
Novartis made up 0.02% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1014 holding.
Y-Intercept (HK) first reported a position in Novartis in Q2 2021 and has held it in 11 quarters since.
Y-Intercept (HK)'s Novartis position peaked at $7.09M in Q1 2026.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.