Texas Yale Capital Corp’s Novartis NVS Stock Holding History

Texas Yale Capital Corp’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	$712K	Buy	4,542 +150	+3%	+$22.5K	0.02%	341
2026 Q1	$671K	Buy	4,392 +300	+7%	+$46K	0.02%	341
2025 Q4	$564K	Buy	4,092 +580	+17%	+$76K	0.02%	347
2025 Q3	$450K	Sell	3,512 -440	-11%	-$53.7K	0.01%	366
2025 Q2	$478K	Hold	3,952	–	–	0.02%	347
2025 Q1	$441K	Hold	3,952	–	–	0.02%	345
2024 Q4	$385K	Buy	3,952 +290	+8%	+$30.9K	0.02%	355
2024 Q3	$421K	Buy	3,662 +100	+3%	+$11.3K	0.02%	350
2024 Q2	$379K	Buy	3,562 +100	+3%	+$10K	0.02%	347
2024 Q1	$335K	Hold	3,462	–	–	0.01%	361
2023 Q4	$350K	Buy	3,462 +10	+0.3%	+$965	0.02%	352
2023 Q3	$352K	Buy	3,452 +810	+31%	+$82.2K	0.02%	341
2023 Q2	$267K	Sell	2,642 -23	-0.9%	-$2.3K	0.01%	384
2023 Q1	$245K	Sell	2,665 -1,180	-31%	-$103K	0.01%	399
2022 Q4	$349K	Hold	3,845	–	–	0.02%	359
2022 Q3	$292K	Hold	3,845	–	–	0.02%	368
2022 Q2	$325K	Hold	3,845	–	–	0.02%	351
2022 Q1	$337K	Hold	3,845	–	–	0.02%	362
2021 Q4	$336K	Hold	3,845	–	–	0.02%	363
2021 Q3	$314K	Hold	3,845	–	–	0.02%	365
2021 Q2	$351K	Hold	3,845	–	–	0.02%	356
2021 Q1	$329K	Sell	3,845 -2,350	-38%	-$211K	0.02%	358
2020 Q4	$585K	Hold	6,195	–	–	0.04%	292
2020 Q3	$539K	Hold	6,195	–	–	0.04%	289
2020 Q2	$541K	Buy	6,195 +1,853	+43%	+$160K	0.04%	281
2020 Q1	$358K	Hold	4,342	–	–	0.04%	305
2019 Q4	$411K	Hold	4,342	–	–	0.03%	349
2019 Q3	$377K	Hold	4,342	–	–	0.03%	355
2019 Q2	$396K	Sell	4,342 -5,349	-55%	-$453K	0.03%	358
2019 Q1	$834K	Buy	9,691 +4,845	+100%	+$389K	0.03%	342
2018 Q4	$373K	Hold	4,846	–	–	0.03%	337
2018 Q3	$374K	Hold	4,846	–	–	0.03%	357
2018 Q2	$328K	Hold	4,846	–	–	0.03%	370
2018 Q1	$351K	Hold	4,846	–	–	0.03%	364
2017 Q4	$365K	Buy	4,846 +218	+5%	+$16.4K	0.03%	359
2017 Q3	$356K	Hold	4,628	–	–	0.03%	362
2017 Q2	$346K	Hold	4,628	–	–	0.03%	362
2017 Q1	$308K	Hold	4,628	–	–	0.03%	378
2016 Q4	$302K	Sell	4,628 -3,739	-45%	-$243K	0.03%	373
2016 Q3	$592K	Hold	8,367	–	–	0.06%	275
2016 Q2	$619K	Buy	8,367 +2,867	+52%	+$198K	0.06%	267
2016 Q1	$357K	Hold	5,500	–	–	0.04%	345
2015 Q4	$424K	Hold	5,500	–	–	0.04%	326
2015 Q3	$453K	Hold	5,500	–	–	0.04%	320
2015 Q2	$485K	Hold	5,500	–	–	0.04%	336
2015 Q1	$486K	Sell	5,500 -5,400	-50%	-$479K	0.04%	344
2014 Q4	$905K	Buy	10,900 +481	+5%	+$39.9K	0.08%	213
2014 Q3	$879K	Buy	10,419 +5,400	+108%	+$437K	0.08%	181
2014 Q2	$407K	Hold	5,019	–	–	0.05%	275
2014 Q1	$382K	Hold	5,019	–	–	0.05%	273
2013 Q4	$361K	Hold	5,019	–	–	0.06%	226
2013 Q3	$345K	Buy	+5,019	New	+$332K	0.06%	227

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

Texas Yale Capital Corp's NVS Position: Q2 2026 in Review

Texas Yale Capital Corp increased its Novartis (NVS) stake by 3.4% in Q2 2026, buying an estimated $22.5K and bringing the position to 4,542 shares worth $712K. The position accounts for 0.02% of the portfolio, ranked #341.

Texas Yale Capital Corp first reported a position in NVS in Q3 2013 and has held it in 52 quarters since. The position peaked at $905K in Q4 2014. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Texas Yale Capital Corp held 4,542 shares of Novartis worth $712K as of Q2 2026.
Texas Yale Capital Corp bought 150 Novartis shares in Q2 2026, an estimated $22.5K.
Novartis made up 0.02% of Texas Yale Capital Corp's portfolio in Q2 2026, its #341 holding.
Texas Yale Capital Corp first reported a position in Novartis in Q3 2013 and has held it in 52 quarters since.
Texas Yale Capital Corp's Novartis position peaked at $905K in Q4 2014.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.