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Cliff Asness’s NVS Holdings & Trades

First Buy
Q1 2024
Duration Held
9 Quarters
Largest Add
Q3 2025
+62,447 Shares
Current Position
233,871 Shares
$35.72 M Value

Cliff Asness's NVS Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 233,871 shares of Novartis AG (NVS) worth $35.72 M, representing 0.02% of the portfolio. First purchased in 2024-Q1, this medium-term investment has been held for 9 quarters.

Based on 13F filings, Cliff Asness has maintained a strategic position in NVS, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 62,447 shares. Largest reduction occurred in Q4 2024, reducing 5,476 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's Novartis (NVS) Holding Value Over Time

Track share changes against reported price movement

Quarterly Novartis (NVS) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +47,271 Add 25.33% 233,871 $152.75
Q4 2025 +50,641 Add 37.25% 186,600 $137.87
Q3 2025 +62,447 Add 84.95% 135,959 $128.24
Q2 2025 +50,939 Add 225.66% 73,512 $121.01
Q1 2025 +11,444 Add 102.83% 22,573 $111.48
Q4 2024 -5,476 Reduce 32.98% 11,129 $97.31
Q3 2024 +6,903 Add 71.15% 16,605 $115.02
Q2 2024 +6,990 Add 257.74% 9,702 $106.46
Q1 2024 +2,712 New Buy 2,712 $96.73

Cliff Asness's Novartis Investment FAQs

Cliff Asness first purchased Novartis AG (NVS) in Q1 2024, acquiring 2,712 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held Novartis AG (NVS) for 9 quarters since Q1 2024.

Cliff Asness's largest addition to Novartis AG (NVS) was in Q3 2025, adding 135,959 shares worth $17.44 M.

According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 233,871 shares of Novartis AG (NVS), valued at approximately $35.72 M.

As of the Q1 2026 filing, Novartis AG (NVS) represents approximately 0.02% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in Novartis AG (NVS) was 233,871 shares, as reported at the end of Q1 2026.