Ohio Public Employees Retirement System (OPERS)’s Novartis NVS Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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	$1.52M	Sell	9,700 -712	-7%	-$107K	﹤0.01%	1180
2026 Q1	$1.59M	Sell	10,412 -87,109	-89%	-$13.4M	0.01%	1155
2025 Q4	$13.4M	Buy	97,521 +87,821	+905%	+$11.5M	0.04%	368
2025 Q3	$1.24M	Hold	9,700	–	–	﹤0.01%	1291
2025 Q2	$1.17M	Sell	9,700 -88,654	-90%	-$9.99M	﹤0.01%	1293
2025 Q1	$11M	Buy	98,354 +88,654	+914%	+$9.44M	0.04%	398
2024 Q4	$944K	Sell	9,700 -173,556	-95%	-$18.5M	﹤0.01%	1365
2024 Q3	$21.1M	Buy	+183,256	New	+$20.8M	0.09%	223
2013 Q4	–	Sell	-21,204	Closed	-$1.46M	–	1772
2013 Q3	$1.46M	Hold	21,204	–	–	0.01%	1064
2013 Q2	$1.34M	Buy	+21,204	New	+$1.38M	0.01%	1011

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

Ohio Public Employees Retirement System (OPERS)'s NVS Position: Q2 2026 in Review

Ohio Public Employees Retirement System (OPERS) reduced its Novartis (NVS) stake by 6.8% in Q2 2026, selling an estimated $107K and leaving 9,700 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Ohio Public Employees Retirement System (OPERS) first reported a position in NVS in Q2 2013 and has held it in 10 quarters since. The position peaked at $21.1M in Q3 2024. 1,613 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Ohio Public Employees Retirement System (OPERS) held 9,700 shares of Novartis worth $1.52M as of Q2 2026.
Ohio Public Employees Retirement System (OPERS) sold 712 Novartis shares in Q2 2026, an estimated $107K.
Novartis made up ﹤0.01% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q2 2026, its #1180 holding.
Ohio Public Employees Retirement System (OPERS) first reported a position in Novartis in Q2 2013 and has held it in 10 quarters since.
Ohio Public Employees Retirement System (OPERS)'s Novartis position peaked at $21.1M in Q3 2024.
1,613 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q2 2026, filed 17 Aug 2026.