Violich Capital Management’s Novartis NVS Stock Holding History

Violich 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	$619K	Sell	3,947 -100	-2%	-$15K	0.07%	77
2026 Q1	$618K	Sell	4,047 -300	-7%	-$46K	0.07%	76
2025 Q4	$599K	Hold	4,347	–	–	0.07%	75
2025 Q3	$557K	Sell	4,347 -50	-1%	-$6.1K	0.07%	73
2025 Q2	$532K	Hold	4,397	–	–	0.07%	69
2025 Q1	$490K	Hold	4,397	–	–	0.07%	77
2024 Q4	$428K	Sell	4,397 -15	-0.3%	-$1.6K	0.06%	77
2024 Q3	$507K	Hold	4,412	–	–	0.07%	83
2024 Q2	$470K	Hold	4,412	–	–	0.06%	83
2024 Q1	$427K	Buy	4,412 +162	+4%	+$16.6K	0.06%	87
2023 Q4	$429K	Hold	4,250	–	–	0.07%	79
2023 Q3	$433K	Hold	4,250	–	–	0.07%	81
2023 Q2	$429K	Hold	4,250	–	–	0.07%	82
2023 Q1	$391K	Hold	4,250	–	–	0.07%	81
2022 Q4	$386K	Hold	4,250	–	–	0.07%	82
2022 Q3	$323K	Sell	4,250 -400	-9%	-$33.2K	0.06%	85
2022 Q2	$393K	Hold	4,650	–	–	0.07%	82
2022 Q1	$408K	Sell	4,650 -90	-2%	-$7.79K	0.06%	81
2021 Q4	$415K	Hold	4,740	–	–	0.06%	84
2021 Q3	$388K	Buy	4,740 +800	+20%	+$72K	0.06%	91
2021 Q2	$359K	Sell	3,940 -800	-17%	-$71.2K	0.06%	90
2021 Q1	$405K	Hold	4,740	–	–	0.07%	84
2020 Q4	$448K	Hold	4,740	–	–	0.09%	75
2020 Q3	$412K	Sell	4,740 -3,156	-40%	-$273K	0.09%	74
2020 Q2	$690K	Buy	7,896 +156	+2%	+$13.5K	0.15%	69
2020 Q1	$638K	Buy	7,740 +300	+4%	+$26.8K	0.17%	68
2019 Q4	$704K	Hold	7,440	–	–	0.15%	75
2019 Q3	$647K	Hold	7,440	–	–	0.16%	76
2019 Q2	$679K	Sell	7,440 -863	-10%	-$73K	0.17%	73
2019 Q1	$715K	Hold	8,303	–	–	0.18%	71
2018 Q4	$638K	Buy	8,303 +279	+3%	+$21.7K	0.18%	72
2018 Q3	$619K	Sell	8,024 -469	-6%	-$34.7K	0.14%	77
2018 Q2	$575K	Sell	8,493 -100	-1%	-$6.9K	0.14%	78
2018 Q1	$623K	Hold	8,593	–	–	0.17%	75
2017 Q4	$646K	Hold	8,593	–	–	0.16%	72
2017 Q3	$661K	Sell	8,593 -112	-1%	-$8.46K	0.18%	64
2017 Q2	$651K	Hold	8,705	–	–	0.19%	67
2017 Q1	$579K	Sell	8,705 -226	-3%	-$15.1K	0.18%	70
2016 Q4	$601K	Hold	8,931	–	–	0.18%	68
2016 Q3	$632K	Hold	8,931	–	–	0.22%	64
2016 Q2	$660K	Buy	8,931 +67	+0.8%	+$4.63K	0.21%	59
2016 Q1	$575K	Buy	8,864 +502	+6%	+$34.2K	0.18%	64
2015 Q4	$645K	Sell	8,362 -112	-1%	-$8.9K	0.21%	60
2015 Q3	$698K	Hold	8,474	–	–	0.24%	56
2015 Q2	$747K	Hold	8,474	–	–	0.24%	60
2015 Q1	$749K	Hold	8,474	–	–	0.24%	58
2014 Q4	$704K	Sell	8,474 -335	-4%	-$27.8K	0.22%	60
2014 Q3	$743K	Sell	8,809 -3,792	-30%	-$307K	0.24%	59
2014 Q2	$1.02M	Sell	12,601 -446	-3%	-$35.1K	0.34%	52
2014 Q1	$994K	Sell	13,047 -200	-2%	-$14.6K	0.35%	47
2013 Q4	$954K	Hold	13,247	–	–	0.34%	46
2013 Q3	$911K	Sell	13,247 -112	-0.8%	-$7.41K	0.36%	46
2013 Q2	$846K	Buy	+13,359	New	+$869K	0.34%	48

Other funds holding NVS

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

Violich Capital Management reduced its Novartis (NVS) stake by 2.5% in Q2 2026, selling an estimated $15K and leaving 3,947 shares worth $619K. The position accounts for 0.07% of the portfolio, ranked #77.

Violich Capital Management first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.02M in Q2 2014. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Violich Capital Management held 3,947 shares of Novartis worth $619K as of Q2 2026.
Violich Capital Management sold 100 Novartis shares in Q2 2026, an estimated $15K.
Novartis made up 0.07% of Violich Capital Management's portfolio in Q2 2026, its #77 holding.
Violich Capital Management first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
Violich Capital Management's Novartis position peaked at $1.02M in Q2 2014.
734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Violich Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.