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Scharf Investments’s Novartis NVS Stock Holding History

Scharf Investments’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 		$48.7M Sell
310,818
-278,414
-47% -$41.7M 1.61% 29
2026
Q1 		$90M Sell
589,232
-373,668
-39% -$57.3M 2.77% 15
2025
Q4 		$133M Sell
962,900
-248,048
-20% -$32.5M 3.57% 11
2025
Q3 		$155M Sell
1,210,948
-51,496
-4% -$6.28M 3.9% 9
2025
Q2 		$153M Buy
1,262,444
+3,805
+0.3% +$429K 4.4% 9
2025
Q1 		$140M Buy
1,258,639
+55,316
+5% +$5.89M 4.24% 11
2024
Q4 		$117M Sell
1,203,323
-74,470
-6% -$7.94M 3.47% 13
2024
Q3 		$147M Sell
1,277,793
-73,659
-5% -$8.36M 4.05% 13
2024
Q2 		$144M Sell
1,351,452
-13,402
-1% -$1.35M 4.1% 11
2024
Q1 		$132M Sell
1,364,854
-58,866
-4% -$6.04M 3.57% 14
2023
Q4 		$144M Sell
1,423,720
-2,025
-0.1% -$195K 3.94% 14
2023
Q3 		$145M Sell
1,425,745
-75,341
-5% -$7.65M 4.34% 12
2023
Q2 		$151M Sell
1,501,086
-124,889
-8% -$12.5M 4.54% 10
2023
Q1 		$150M Buy
1,625,975
+50,682
+3% +$4.43M 4.72% 8
2022
Q4 		$143M Buy
1,575,293
+159,673
+11% +$13.4M 4.67% 9
2022
Q3 		$108M Buy
1,415,620
+93,014
+7% +$7.71M 4.06% 12
2022
Q2 		$112M Sell
1,322,606
-18,074
-1% -$1.59M 3.81% 13
2022
Q1 		$118M Buy
1,340,680
+78,603
+6% +$6.81M 3.49% 15
2021
Q4 		$110M Buy
1,262,077
+17,366
+1% +$1.44M 3.27% 16
2021
Q3 		$102M Sell
1,244,711
-17,882
-1% -$1.61M 3.21% 17
2021
Q2 		$115M Buy
1,262,593
+57,893
+5% +$5.16M 3.5% 15
2021
Q1 		$103M Buy
1,204,700
+7,161
+0.6% +$643K 3.56% 15
2020
Q4 		$113M Sell
1,197,539
-14,815
-1% -$1.29M 4.26% 13
2020
Q3 		$105M Sell
1,212,354
-90,508
-7% -$7.84M 4.54% 11
2020
Q2 		$114M Sell
1,302,862
-27,313
-2% -$2.36M 5.1% 6
2020
Q1 		$110M Buy
1,330,175
+188,354
+16% +$16.8M 5.48% 6
2019
Q4 		$108M Sell
1,141,821
-36,118
-3% -$3.24M 4.23% 13
2019
Q3 		$102M Sell
1,177,939
-100,618
-8% -$9.03M 4.18% 14
2019
Q2 		$117M Buy
1,278,557
+304,168
+31% +$25.7M 4.6% 10
2019
Q1 		$83.9M Sell
974,389
-24,433
-2% -$1.96M 3.24% 15
2018
Q4 		$76.8M Buy
998,822
+97,061
+11% +$7.56M 3.05% 16
2018
Q3 		$69.6M Buy
901,761
+38,734
+4% +$2.86M 2.42% 21
2018
Q2 		$58.4M Sell
863,027
-29,753
-3% -$2.05M 2.09% 25
2018
Q1 		$64.7M Sell
892,780
-97,854
-10% -$7.45M 1.82% 25
2017
Q4 		$74.5M Sell
990,634
-57,906
-6% -$4.37M 1.69% 26
2017
Q3 		$80.7M Sell
1,048,540
-25,975
-2% -$1.96M 1.96% 24
2017
Q2 		$80.4M Sell
1,074,515
-31,578
-3% -$2.24M 1.89% 24
2017
Q1 		$73.6M Sell
1,106,093
-48,506
-4% -$3.23M 1.76% 24
2016
Q4 		$75.4M Sell
1,154,599
-58,539
-5% -$3.8M 1.75% 25
2016
Q3 		$85.8M Buy
1,213,138
+16,391
+1% +$1.19M 1.99% 24
2016
Q2 		$88.5M Buy
1,196,747
+37,279
+3% +$2.58M 1.99% 23
2016
Q1 		$75.3M Buy
1,159,468
+36,733
+3% +$2.5M 1.75% 25
2015
Q4 		$86.6M Sell
1,122,735
-664,806
-37% -$52.8M 2.07% 25
2015
Q3 		$147M Sell
1,787,541
-56,370
-3% -$5.02M 3.86% 11
2015
Q2 		$162M Buy
1,843,911
+75,856
+4% +$6.96M 4.17% 14
2015
Q1 		$156M Buy
1,768,055
+121,098
+7% +$10.7M 4.33% 12
2014
Q4 		$137M Buy
1,646,957
+143,419
+10% +$11.9M 4.11% 15
2014
Q3 		$127M Buy
1,503,538
+83,655
+6% +$6.77M 4.48% 9
2014
Q2 		$115M Buy
1,419,883
+25,852
+2% +$2.03M 4.47% 10
2014
Q1 		$106M Buy
1,394,031
+70,510
+5% +$5.14M 4.72% 7
2013
Q4 		$95.3M Sell
1,323,521
-56,002
-4% -$3.89M 4.26% 11
2013
Q3 		$94.8M Buy
1,379,523
+40,327
+3% +$2.67M 4.48% 8
2013
Q2 		$84.9M Buy
+1,339,196
New +$87.1M 4.6% 8

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scharf Investments's NVS Position: Q2 2026 in Review

Scharf Investments reduced its Novartis (NVS) stake by 47% in Q2 2026, selling an estimated $41.7M and leaving 310,818 shares worth $48.7M. The position accounts for 1.61% of the portfolio, ranked #29.

Scharf Investments first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $162M in Q2 2015. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Scharf Investments held 310,818 shares of Novartis worth $48.7M as of Q2 2026.
  • Scharf Investments sold 278,414 Novartis shares in Q2 2026, an estimated $41.7M.
  • Novartis made up 1.61% of Scharf Investments's portfolio in Q2 2026, its #29 holding.
  • Scharf Investments first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
  • Scharf Investments's Novartis position peaked at $162M in Q2 2015.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.