Auto-Owners Insurance’s Novartis NVS Stock Holding History

Auto-Owners Insurance’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	$5.26M	Hold	33,570	–	–	0.12%	45
2026 Q1	$5.13M	Hold	33,570	–	–	0.11%	52
2025 Q4	$4.63M	Hold	33,570	–	–	0.1%	51
2025 Q3	$4.31M	Sell	33,570 -11,573	-26%	-$1.41M	0.11%	51
2025 Q2	$5.46M	Buy	45,143 +38,750	+606%	+$4.37M	0.12%	56
2025 Q1	$592K	Sell	6,393 -38,750	-86%	-$4.13M	0.02%	92
2024 Q4	$4.39M	Hold	45,143	–	–	0.1%	57
2024 Q3	$5.19M	Hold	45,143	–	–	0.13%	59
2024 Q2	$4.81M	Hold	45,143	–	–	0.13%	56
2024 Q1	$4.37M	Hold	45,143	–	–	0.12%	55
2023 Q4	$4.56M	Hold	45,143	–	–	0.14%	55
2023 Q3	$4.6M	Hold	45,143	–	–	0.15%	53
2023 Q2	$4.56M	Hold	45,143	–	–	0.15%	56
2023 Q1	$4.15M	Hold	45,143	–	–	0.14%	53
2022 Q4	$4.1M	Buy	+45,143	New	+$3.8M	0.15%	50

Other funds holding NVS

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return