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Yousif Capital Management’s Novartis NVS Stock Holding History

Yousif 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 		$754K Sell
4,811
-15,123
-76% -$2.27M 0.01% 1196
2026
Q1 		$3.04M Sell
19,934
-2,780
-12% -$426K 0.04% 464
2025
Q4 		$3.26M Sell
22,714
-3,095
-12% -$405K 0.04% 471
2025
Q3 		$3.31M Sell
25,809
-3,145
-11% -$384K 0.04% 473
2025
Q2 		$3.5M Buy
28,954
+1,429
+5% +$161K 0.04% 450
2025
Q1 		$3.07M Sell
27,525
-6,280
-19% -$669K 0.04% 491
2024
Q4 		$3.29M Hold
33,805
– – 0.04% 475
2024
Q3 		$3.89M Sell
33,805
-1,497
-4% -$170K 0.04% 416
2024
Q2 		$3.76M Sell
35,302
-4,116
-10% -$413K 0.04% 421
2024
Q1 		$3.81M Sell
39,418
-730
-2% -$74.8K 0.04% 461
2023
Q4 		$4.05M Buy
40,148
+2,500
+7% +$241K 0.05% 408
2023
Q3 		$3.83M Sell
37,648
-700
-2% -$71.1K 0.05% 396
2023
Q2 		$3.87M Sell
38,348
-2,136
-5% -$214K 0.05% 412
2023
Q1 		$3.72M Buy
40,484
+159
+0.4% +$13.9K 0.05% 416
2022
Q4 		$3.66M Hold
40,325
– – 0.05% 434
2022
Q3 		$3.06M Hold
40,325
– – 0.04% 464
2022
Q2 		$3.41M Buy
40,325
+2,385
+6% +$209K 0.04% 460
2022
Q1 		$3.33M Hold
37,940
– – 0.04% 564
2021
Q4 		$3.32M Buy
+37,940
New +$3.15M 0.03% 613

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

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

Yousif Capital Management reduced its Novartis (NVS) stake by 76% in Q2 2026, selling an estimated $2.27M and leaving 4,811 shares worth $754K. The position accounts for 0.01% of the portfolio, ranked #1196.

Yousif Capital Management first reported a position in NVS in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.05M in Q4 2023. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Yousif Capital Management held 4,811 shares of Novartis worth $754K as of Q2 2026.
  • Yousif Capital Management sold 15,123 Novartis shares in Q2 2026, an estimated $2.27M.
  • Novartis made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1196 holding.
  • Yousif Capital Management first reported a position in Novartis in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Novartis position peaked at $4.05M in Q4 2023.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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