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Burke & Herbert Bank & Trust’s Novartis NVS Stock Holding History

Burke & Herbert Bank & Trust’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
Q1 		$602K Hold
3,944
– – 0.17% 123
2025
Q4 		$544K Buy
3,944
+290
+8% +$38K 0.15% 131
2025
Q3 		$469K Hold
3,654
– – 0.1% 161
2025
Q2 		$442K Hold
3,654
– – 0.1% 162
2025
Q1 		$407K Hold
3,654
– – 0.1% 169
2024
Q4 		$356K Hold
3,654
– – 0.08% 177
2024
Q3 		$420K Hold
3,654
– – 0.1% 169
2024
Q2 		$389K Buy
+3,654
New +$367K 0.09% 169

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Primecap Management
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return