YANKCOM Partnership’s Novartis NVS Stock Holding History

YANKCOM Partnership’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 Q3	$1.18M	Sell	8,284 -62	-0.7%	-$9.4K	0.41%	54
2026 Q2	$1.31M	Buy	8,346 +33	+0.4%	+$4.95K	0.47%	48
2026 Q1	$1.27M	Sell	8,313 -186	-2%	-$28.5K	0.52%	47
2025 Q4	$1.17M	Buy	8,499 +90	+1%	+$11.8K	0.5%	52
2025 Q3	$1.08M	Sell	8,409 -595	-7%	-$72.6K	0.49%	52
2025 Q2	$1.09M	Buy	9,004 +44	+0.5%	+$4.96K	0.53%	49
2025 Q1	$999K	Buy	8,960 +699	+8%	+$74.4K	0.55%	51
2024 Q4	$804K	Buy	+8,261	New	+$881K	0.43%	68

Other funds holding NVS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

YANKCOM Partnership's NVS Position: Q3 2026 in Review

YANKCOM Partnership reduced its Novartis (NVS) stake by 0.74% in Q3 2026, selling an estimated $9.4K and leaving 8,284 shares worth $1.18M. The position accounts for 0.41% of the portfolio, ranked #54.

YANKCOM Partnership first reported a position in NVS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q2 2026. 1,075 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

YANKCOM Partnership held 8,284 shares of Novartis worth $1.18M as of Q3 2026.
YANKCOM Partnership sold 62 Novartis shares in Q3 2026, an estimated $9.4K.
Novartis made up 0.41% of YANKCOM Partnership's portfolio in Q3 2026, its #54 holding.
YANKCOM Partnership first reported a position in Novartis in Q4 2024 and has held it in 8 quarters since.
YANKCOM Partnership's Novartis position peaked at $1.31M in Q2 2026.
1,075 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.