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Jeremy Grantham's Novartis AG (NVS) position

Yes: as of Q1 2026, Jeremy Grantham holds 276K shares of NVS worth $42M (0.1% of the disclosed portfolio). Last quarter the position was reduced by 7.9%. First disclosed Q2 2021.
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Current value
$42M
Shares held
276K
% of portfolio
0.1%
Est. average buy price (i)
$95.44
Quarter-end price
$152.75

Estimated trade prices

Average price in quarters with purchases
$94.09
Average prices in quarters with sales
  • Q1 2026: $153.29 (24K shares sold)
  • Q4 2025: $130.97 (32K shares sold)
  • Q3 2025: $122.02 (22K shares sold)
  • Q2 2025: $112.71 (39K shares sold)
  • Q1 2025: $106.46 (186K shares sold)
  • Q4 2024: $106.64 (87K shares sold)
  • Q3 2024: $113.47 (115K shares sold)
  • Q2 2024: $100.38 (166K shares sold)
  • Q1 2024: $102.53 (581K shares sold)
  • Q4 2023: $96.35 (300K shares sold)
  • Q1 2023: $82.64 (35K shares sold)
  • Q1 2022: $81.93 (192K shares sold)

NVS price vs Grantham's position

1Y 3Y 5Y MAX
Dates
$50$100$150$20020222023202420252026Added 160K shares (over 1,000%) · Q3 2021. Average closing price $85.13 · Price range $77.39–$90.03160KsharespurchasedAdded 33K shares (20.1%) · Q4 2021. Average closing price $78.57 · Price range $75.42–$83.3933KsharespurchasedSold 192K shares (98.2%) · Q1 2022. Average closing price $81.93 · Price range $75.81–$85.75192KsharessoldNew position of 45K shares · Q4 2022. Average closing price $79.70 · Price range $71.26–$87.5645KsharespurchasedSold 35K shares (77.3%) · Q1 2023. Average closing price $82.64 · Price range $75.73–$87.8235KsharessoldAdded 673K shares (over 1,000%) · Q2 2023. Average closing price $94.64 · Price range $87.55–$99.27673KsharespurchasedAdded 1.1M shares (167.6%) · Q3 2023. Average closing price $96.05 · Price range $89.64–$99.481.1MsharespurchasedSold 300K shares (16.4%) · Q4 2023. Average closing price $96.35 · Price range $92.27–$100.97300KsharessoldSold 581K shares (38.1%) · Q1 2024. Average closing price $102.53 · Price range $95.27–$108.47581KsharessoldSold 166K shares (17.6%) · Q2 2024. Average closing price $100.38 · Price range $92.57–$107.37166KsharessoldSold 115K shares (14.7%) · Q3 2024. Average closing price $113.47 · Price range $106.13–$120.89115KsharessoldSold 87K shares (13.1%) · Q4 2024. Average closing price $106.64 · Price range $96.77–$117.1887KsharessoldSold 186K shares (32.1%) · Q1 2025. Average closing price $106.46 · Price range $97.14–$115.57186KsharessoldSold 39K shares (10.1%) · Q2 2025. Average closing price $112.71 · Price range $101.96–$121.0139KsharessoldSold 22K shares (6.1%) · Q3 2025. Average closing price $122.02 · Price range $113.50–$129.7322KsharessoldSold 32K shares (9.6%) · Q4 2025. Average closing price $130.97 · Price range $121.80–$139.2032KsharessoldSold 24K shares (7.9%) · Q1 2026. Average closing price $153.29 · Price range $137.91–$168.6224Ksharessold← Earlier —1 purchase
Average closing price · filing quarter
$153.29
Price range · filing quarter
$137.91 – $168.62
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −24K −$3.6M −7.9% 276K May 14, 2026
Q4 2025 Reduced −32K −$4.2M −9.6% 299K Feb 17, 2026
Q3 2025 Reduced −22K −$2.6M −6.1% 331K Nov 13, 2025
Q2 2025 Reduced −39K −$4.4M −10.1% 353K Aug 13, 2025
Q1 2025 Reduced −186K −$20M −32.1% 392K May 14, 2025
Q4 2024 Reduced −87K −$9.3M −13.1% 578K Feb 13, 2025
Q3 2024 Reduced −115K −$13M −14.7% 665K Nov 13, 2024
Q2 2024 Reduced −166K −$17M −17.6% 780K Aug 13, 2024
Q1 2024 Reduced −581K −$60M −38.1% 946K May 14, 2024
Q4 2023 Reduced −300K −$29M −16.4% 1.5M Feb 13, 2024
Q3 2023 Added +1.1M +$110M +167.6% 1.8M Nov 13, 2023
Q2 2023 Added +673K +$64M +6,595.6% 683K Aug 14, 2023
Q1 2023 Reduced −35K −$2.9M −77.3% 10K May 12, 2023
Q4 2022 New +45K +$3.6M – 45K Feb 13, 2023
Q1 2022 Reduced −192K −$16M −98.2% 4K May 13, 2022
Q4 2021 Added +33K +$2.6M +20.1% 196K Feb 11, 2022
Q3 2021 Added +160K +$14M +5,330.0% 163K Nov 12, 2021
Q2 2021 New +3K +$253K – 3K Aug 12, 2021
Data through Q1 2026 · filed May 14, 2026
18 grouped rows from 18 quarters

More Grantham positions

Microsoft Corporation(MSFT)
$2.3B
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Alphabet Inc.(GOOGL)
$1.9B
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Johnson & Johnson(JNJ)
$1.8B
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Apple Inc.(AAPL)
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Meta Platforms, Inc.(META)
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Lam Research Corporation(LRCX)
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Common questions

Does Jeremy Grantham own NVS?

Yes. As of Q1 2026, Jeremy Grantham disclosed 276K shares of NVS, worth $42M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy NVS?

Jeremy Grantham first disclosed a NVS position in Q2 2021; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell NVS?

The quarter-by-quarter table above shows each sale and reduction Jeremy Grantham disclosed in NVS. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of NVS does Jeremy Grantham own?

Jeremy Grantham disclosed 276K shares of NVS as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for NVS?

Jeremy Grantham's estimated average buy price for NVS is $95.44, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.