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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Auto-Owners Insurance's NVS Position: Q2 2026 in Review

Auto-Owners Insurance held its Novartis (NVS) position steady in Q2 2026 at 33,570 shares worth $5.26M. The position accounts for 0.12% of the portfolio, ranked #45.

Auto-Owners Insurance first reported a position in NVS in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.46M in Q2 2025. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Auto-Owners Insurance held 33,570 shares of Novartis worth $5.26M as of Q2 2026.
Auto-Owners Insurance left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.12% of Auto-Owners Insurance's portfolio in Q2 2026, its #45 holding.
Auto-Owners Insurance first reported a position in Novartis in Q4 2022 and has held it in 15 quarters since.
Auto-Owners Insurance's Novartis position peaked at $5.46M in Q2 2025.
1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Auto-Owners Insurance's 13F filing for Q2 2026, filed 15 Jul 2026.