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YHB Investment Advisors’s Novartis NVS Stock Holding History

YHB Investment Advisors’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 		$549K Sell
3,503
-50
-1% -$7.5K 0.04% 211
2026
Q1 		$543K Sell
3,553
-330
-8% -$50.6K 0.04% 207
2025
Q4 		$535K Sell
3,883
-60
-2% -$7.86K 0.04% 211
2025
Q3 		$506K Hold
3,943
– – 0.04% 209
2025
Q2 		$477K Sell
3,943
-150
-4% -$16.9K 0.04% 216
2025
Q1 		$456K Buy
4,093
+570
+16% +$60.7K 0.04% 210
2024
Q4 		$343K Sell
3,523
-600
-15% -$64K 0.03% 221
2024
Q3 		$474K Hold
4,123
– – 0.04% 203
2024
Q2 		$439K Hold
4,123
– – 0.04% 205
2024
Q1 		$399K Hold
4,123
– – 0.04% 210
2023
Q4 		$416K Hold
4,123
– – 0.04% 199
2023
Q3 		$420K Sell
4,123
-30
-0.7% -$3.04K 0.04% 198
2023
Q2 		$419K Hold
4,153
– – 0.04% 200
2023
Q1 		$382K Hold
4,153
– – 0.04% 207
2022
Q4 		$377K Sell
4,153
-250
-6% -$21.1K 0.04% 202
2022
Q3 		$335K Sell
4,403
-290
-6% -$24K 0.04% 214
2022
Q2 		$397K Hold
4,693
– – 0.04% 202
2022
Q1 		$412K Sell
4,693
-25
-0.5% -$2.17K 0.04% 208
2021
Q4 		$413K Sell
4,718
-109
-2% -$9.05K 0.03% 225
2021
Q3 		$395K Sell
4,827
-185
-4% -$16.6K 0.03% 217
2021
Q2 		$457K Hold
5,012
– – 0.04% 205
2021
Q1 		$441K Sell
5,012
-20
-0.4% -$1.79K 0.04% 207
2020
Q4 		$475K Buy
5,032
+21
+0.4% +$1.83K 0.05% 197
2020
Q3 		$436K Sell
5,011
-356
-7% -$30.8K 0.05% 198
2020
Q2 		$469K Hold
5,367
– – 0.07% 136
2020
Q1 		$443K Hold
5,367
– – 0.08% 126
2019
Q4 		$508K Buy
5,367
+4
+0.1% +$359 0.07% 133
2019
Q3 		$466K Buy
5,363
+10
+0.2% +$898 0.07% 135
2019
Q2 		$489K Sell
5,353
-900
-14% -$76.2K 0.08% 137
2019
Q1 		$539K Sell
6,253
-558
-8% -$44.8K 0.08% 136
2018
Q4 		$524K Sell
6,811
-22
-0.3% -$1.71K 0.09% 129
2018
Q3 		$528K Sell
6,833
-1,116
-14% -$82.5K 0.08% 132
2018
Q2 		$538K Sell
7,949
-341
-4% -$23.5K 0.09% 133
2018
Q1 		$601K Hold
8,290
– – 0.1% 129
2017
Q4 		$624K Sell
8,290
-305
-4% -$23K 0.11% 123
2017
Q3 		$661K Buy
8,595
+167
+2% +$12.6K 0.12% 121
2017
Q2 		$630K Sell
8,428
-944
-10% -$66.9K 0.11% 120
2017
Q1 		$647K Sell
9,372
-2,036
-18% -$136K 0.12% 118
2016
Q4 		$745K Sell
11,408
-1,131
-9% -$73.4K 0.16% 113
2016
Q3 		$887K Sell
12,539
-1,514
-11% -$110K 0.21% 101
2016
Q2 		$1.04M Sell
14,053
-18
-0.1% -$1.24K 0.23% 96
2016
Q1 		$913K Sell
14,071
-756
-5% -$51.4K 0.25% 91
2015
Q4 		$1.14M Sell
14,827
-283
-2% -$22.5K 0.26% 94
2015
Q3 		$1.24M Sell
15,110
-306
-2% -$27.2K 0.29% 91
2015
Q2 		$1.36M Buy
15,416
+184
+1% +$16.9K 0.3% 94
2015
Q1 		$1.35M Buy
15,232
+260
+2% +$23.1K 0.3% 90
2014
Q4 		$1.24M Buy
14,972
+48
+0.3% +$3.98K 0.28% 92
2014
Q3 		$1.26M Buy
14,924
+307
+2% +$24.8K 0.3% 87
2014
Q2 		$1.19M Buy
14,617
+226
+2% +$17.8K 0.29% 91
2014
Q1 		$1.1M Buy
14,391
+1,278
+10% +$93.1K 0.28% 92
2013
Q4 		$944K Buy
13,113
+139
+1% +$9.66K 0.25% 97
2013
Q3 		$892K Hold
12,974
– – 0.26% 98
2013
Q2 		$822K Buy
+12,974
New +$844K 0.26% 100

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
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

YHB Investment Advisors's NVS Position: Q2 2026 in Review

YHB Investment Advisors reduced its Novartis (NVS) stake by 1.4% in Q2 2026, selling an estimated $7.5K and leaving 3,503 shares worth $549K. The position accounts for 0.04% of the portfolio, ranked #211.

YHB Investment Advisors first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.36M in Q2 2015. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • YHB Investment Advisors held 3,503 shares of Novartis worth $549K as of Q2 2026.
  • YHB Investment Advisors sold 50 Novartis shares in Q2 2026, an estimated $7.5K.
  • Novartis made up 0.04% of YHB Investment Advisors's portfolio in Q2 2026, its #211 holding.
  • YHB Investment Advisors first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Novartis position peaked at $1.36M in Q2 2015.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.