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Burnham & Co LLC’s Novartis NVS Stock Holding History

Burnham & Co LLC’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 		$31.3K Buy
+200
New +$30K 0.03% 138

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Burnham & Co LLC's NVS Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in Novartis (NVS) in Q2 2026: 200 shares worth $31.3K. The stake represents 0.03% of the portfolio and ranks #138 among its holdings.

1,403 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Burnham & Co LLC held 200 shares of Novartis worth $31.3K as of Q2 2026.
  • Novartis was a new Burnham & Co LLC position in Q2 2026.
  • Novartis made up 0.03% of Burnham & Co LLC's portfolio in Q2 2026, its #138 holding.
  • 1,403 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.