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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
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

YANKCOM Partnership's NVS Position: Q2 2026 in Review

YANKCOM Partnership increased its Novartis (NVS) stake by 0.4% in Q2 2026, buying an estimated $4.95K and bringing the position to 8,346 shares worth $1.31M. The position accounts for 0.47% of the portfolio, ranked #48.

YANKCOM Partnership first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 992 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • YANKCOM Partnership held 8,346 shares of Novartis worth $1.31M as of Q2 2026.
  • YANKCOM Partnership bought 33 Novartis shares in Q2 2026, an estimated $4.95K.
  • Novartis made up 0.47% of YANKCOM Partnership's portfolio in Q2 2026, its #48 holding.
  • YANKCOM Partnership first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • 992 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.