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Cherokee Insurance’s Novartis NVS Stock Holding History

Cherokee 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 		$549K Hold
3,500
– – 0.21% 81
2026
Q1 		$535K Hold
3,500
– – 0.2% 85
2025
Q4 		$483K Hold
3,500
– – 0.2% 83
2025
Q3 		$449K Hold
3,500
– – 0.19% 85
2025
Q2 		$424K Hold
3,500
– – 0.18% 88
2025
Q1 		$390K Hold
3,500
– – 0.17% 87
2024
Q4 		$341K Buy
+3,500
New +$373K 0.15% 87

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cherokee Insurance's NVS Position: Q2 2026 in Review

Cherokee Insurance held its Novartis (NVS) position steady in Q2 2026 at 3,500 shares worth $549K. The position accounts for 0.21% of the portfolio, ranked #81.

Cherokee Insurance first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 828 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Cherokee Insurance held 3,500 shares of Novartis worth $549K as of Q2 2026.
  • Cherokee Insurance left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.21% of Cherokee Insurance's portfolio in Q2 2026, its #81 holding.
  • Cherokee Insurance first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • 828 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.