VCM
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Versant Capital Management’s Novartis NVS Stock Holding History

Versant Capital Management’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 		$1.69M Buy
10,771
+501
+5% +$75.1K 0.15% 83
2026
Q1 		$1.57M Buy
10,270
+1,756
+21% +$269K 0.15% 81
2025
Q4 		$1.17M Buy
8,514
+828
+11% +$108K 0.15% 80
2025
Q3 		$986K Sell
7,686
-27
-0.4% -$3.29K 0.13% 87
2025
Q2 		$933K Buy
7,713
+206
+3% +$23.2K 0.14% 81
2025
Q1 		$837K Buy
7,507
+6,722
+856% +$716K 0.14% 87
2024
Q4 		$76.4K Buy
785
+696
+782% +$74.2K 0.02% 409
2024
Q3 		$10.2K Buy
89
+74
+493% +$8.4K ﹤0.01% 1052
2024
Q2 		$1.6K Hold
15
– – ﹤0.01% 1560
2024
Q1 		$1.45K Sell
15
-425
-97% -$43.6K ﹤0.01% 1446
2023
Q4 		$44.4K Hold
440
– – 0.01% 302
2023
Q3 		$44.8K Hold
440
– – 0.01% 281
2023
Q2 		$44.4K Hold
440
– – 0.01% 293
2023
Q1 		$40.5K Buy
440
+425
+2,833% +$37.1K 0.01% 305
2022
Q4 		$1.36K Hold
15
– – ﹤0.01% 1236
2022
Q3 		$1K Buy
+15
New +$1.24K ﹤0.01% 1300
2021
Q4 		– Sell
-9
Closed -$1K – 1543
2021
Q3 		$1K Buy
+9
New +$810 ﹤0.01% 1330
2018
Q1 		– Sell
-230
Closed -$17K – 1604
2017
Q4 		$17K Buy
+230
New +$17.4K 0.01% 723
2017
Q3 		– Sell
-167
Closed -$12K – 1530
2017
Q2 		$12K Hold
167
– – 0.01% 800
2017
Q1 		$11K Hold
167
– – 0.01% 814
2016
Q4 		$10K Hold
167
– – 0.01% 833
2016
Q3 		$11K Hold
167
– – 0.01% 782
2016
Q2 		$12K Hold
167
– – 0.01% 725
2016
Q1 		$10K Buy
+167
New +$11.4K 0.01% 765

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Versant Capital Management's NVS Position: Q2 2026 in Review

Versant Capital Management increased its Novartis (NVS) stake by 4.9% in Q2 2026, buying an estimated $75.1K and bringing the position to 10,771 shares worth $1.69M. The position accounts for 0.15% of the portfolio, ranked #83.

Versant Capital Management first reported a position in NVS in Q1 2016 and has held it in 24 quarters since. 406 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Versant Capital Management held 10,771 shares of Novartis worth $1.69M as of Q2 2026.
  • Versant Capital Management bought 501 Novartis shares in Q2 2026, an estimated $75.1K.
  • Novartis made up 0.15% of Versant Capital Management's portfolio in Q2 2026, its #83 holding.
  • Versant Capital Management first reported a position in Novartis in Q1 2016 and has held it in 24 quarters since.
  • 406 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.