Burk Holdings’s Novartis NVS Stock Holding History

Burk Holdings’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	$10K	Hold	64	–	–	﹤0.01%	274
2026 Q1	$9.78K	Buy	+64	New	+$9.81K	﹤0.01%	271

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

Burk Holdings's NVS Position: Q2 2026 in Review

Burk Holdings held its Novartis (NVS) position steady in Q2 2026 at 64 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Burk Holdings first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Burk Holdings held 64 shares of Novartis worth $10K as of Q2 2026.
Burk Holdings left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #274 holding.
Burk Holdings first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.