Scharf Investments, LLC

Position in NVS — Novartis AG

CIK 1463746 LOS GATOS, CA

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Position in NVS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$48,711,396

-$41,293,792 QoQ

Shares Held

310,818

-47.3% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

1.89%

of 13F equity value

Holder Rank

#62

of 1,603 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 42% Shared 4% None 54%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Scharf Investments, LLC holds $50,013,977 across 2 Drug Manufacturers - General names. NVS ranks #1 (97.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NVS	Novartis AG This page	310,818	$48,711,396
2	LLY	ELI LILLY & Co	1,086	$1,302,581

All Filings in NVS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,711,396	310,818	-47.3%	Shares	Sole	2026-07-13
2026-03-31	$90,005,188	589,232	-38.8%	Shares	Sole	2026-04-13
2025-12-31	$132,755,023	962,900	-20.5%	Shares	Sole	2026-01-15
2025-09-30	$155,291,971	1,210,948	-4.1%	Shares	Sole	2025-11-13
2025-06-30	$152,768,348	1,262,444	+0.3%	Shares	Sole	2025-07-14
2025-03-31	$140,313,075	1,258,639	+4.6%	Shares	Sole	2025-04-23
2024-12-31	$117,095,361	1,203,323	-5.8%	Shares	Sole	2025-01-24
2024-09-30	$146,971,750	1,277,793	-5.5%	Shares	Sole	2024-10-16
2024-06-30	$143,875,579	1,351,452	-1.0%	Shares	Sole	2024-07-23
2024-03-31	$132,022,327	1,364,854	-4.1%	Shares	Sole	2024-04-16
2023-12-31	$143,753,008	1,423,720	-0.1%	Shares	Sole	2024-01-12
2023-09-30	$145,226,385	1,425,745	-5.0%	Shares	Sole	2023-10-13
2023-06-30	$151,474,588	1,501,086	-7.7%	Shares	Sole	2023-07-24
2023-03-31	$149,589,700	1,625,975	+3.2%	Shares	Sole	2023-04-14
2022-12-31	$142,910,580	1,575,293	+11.3%	Shares	Sole	2023-02-06
2022-09-30	$107,601,276	1,415,620	+7.0%	Shares	Sole	2022-10-25
2022-06-30	$111,799,885	1,322,606	-1.3%	Shares	Sole	2022-07-19
2022-03-31	$117,644,670	1,340,680	+6.2%	Shares	Sole	2022-04-13
2021-12-31	$110,393,875	1,262,077	+1.4%	Shares	Sole	2022-01-20
2021-09-30	$101,792,465	1,244,711	-1.4%	Shares	Sole	2021-10-14
2021-06-30	$115,198,985	1,262,593	+4.8%	Shares	Sole	2021-07-16
2021-03-31	$102,977,756	1,204,700	+0.6%	Shares	Sole	2021-04-14
2020-12-31	$113,083,607	1,197,539	-1.2%	Shares	Sole	2021-01-20
2020-09-30	$105,426,303	1,212,354	-6.9%	Shares	Sole	2020-10-19
2020-06-30	$113,791,967	1,302,862	-2.1%	Shares	Sole	2020-07-16
2020-03-31	$109,672,928	1,330,175	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.