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MidWestOne Financial Group’s Novartis NVS Stock Holding History

MidWestOne Financial Group’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
2025
Q4 		$231K Hold
1,675
– – 0.03% 283
2025
Q3 		$215K Hold
1,675
– – 0.03% 290
2025
Q2 		$203K Buy
+1,675
New +$189K 0.03% 282

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MidWestOne Financial Group's NVS Position: Q4 2025 in Review

MidWestOne Financial Group held its Novartis (NVS) position steady in Q4 2025 at 1,675 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #283.

MidWestOne Financial Group first reported a position in NVS in Q2 2025 and has held it in 3 quarters since. 1,510 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • MidWestOne Financial Group held 1,675 shares of Novartis worth $231K as of Q4 2025.
  • MidWestOne Financial Group left its Novartis share count unchanged in Q4 2025.
  • Novartis made up 0.03% of MidWestOne Financial Group's portfolio in Q4 2025, its #283 holding.
  • MidWestOne Financial Group first reported a position in Novartis in Q2 2025 and has held it in 3 quarters since.
  • 1,510 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.