SEC 13F Intelligence

Delphi Management Inc /Ma/ / SDZNY

Delphi Management Inc /Ma/’s Sandoz Group AG Position

Does Delphi Management Inc /Ma/ own Sandoz Group AG (SDZNY)? Yes — 16.1K shares worth $1M (+1.51% of its 13F portfolio) as of Q1 2026, down from 22.1K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
16.1K
% of Portfolio
+1.51%
Quarters Held
7
currently held

Position History SDZNY

Reported value by quarter
Q2 ’24: $240,000Q2 ’24Q4 ’24: $228,000Q4 ’24Q1 ’25: $661,000Q1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.1K$1M+1.51%
Q4 202522.1K$2M+1.56%
Q3 202524.4K$1M+1.35%
Q2 202524.4K$1M+1.29%
Q1 202515.8K$661,000+0.67%
Q4 20245.6K$228,000+0.22%
Q2 20246.6K$240,000+0.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Delphi Management Inc /Ma/’s full portfolio or all institutional holders of SDZNY.