Richard C. Young & Co., Ltd. / NVSN
Richard C. Young & Co., Ltd.’s Novartis AG Position
Does Richard C. Young & Co., Ltd. own Novartis AG (NVSN)? Not currently — the last reported position was 131.6K shares worth $13M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$13M
Q1 2024
Shares
131.6K
% of Portfolio
+1.60%
Quarters Held
21
position exited
Position History NVSN
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2024 | 131.6K | $13M | +1.60% |
| Q4 2023 | 137.2K | $14M | +1.86% |
| Q3 2023 | 140.1K | $14M | +2.03% |
| Q2 2023 | 142.8K | $14M | +1.98% |
| Q1 2023 | 142.4K | $13M | +1.80% |
| Q4 2022 | 140.8K | $13M | +1.70% |
| Q3 2022 | 141.2K | $11M | +1.64% |
| Q2 2022 | 142.1K | $12M | +1.56% |
| Q1 2022 | 140.4K | $12M | +1.57% |
| Q4 2021 | 131.9K | $12M | +1.45% |
| Q3 2021 | 136.9K | $11M | +1.54% |
| Q2 2021 | 137.3K | $13M | +1.59% |
| Q1 2021 | 134.1K | $11M | +1.53% |
| Q4 2020 | 125.9K | $12M | +1.81% |
| Q3 2020 | 119.1K | $10M | +1.67% |
| Q2 2020 | 114.4K | $10M | +1.66% |
| Q1 2020 | 116.7K | $10M | +1.87% |
| Q4 2019 | 112.2K | $11M | +1.77% |
| Q3 2019 | 109.7K | $10M | +1.71% |
| Q2 2019 | 108.8K | $10M | +1.88% |
| Q1 2019 | 96.3K | $9M | +1.77% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Richard C. Young & Co., Ltd.’s full portfolio or all institutional holders of NVSN.