Burnham & Co’s Novartis NVS Stock Holding History

Burnham & Co’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 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

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

Burnham & Co 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.

1,602 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Burnham & Co held 200 shares of Novartis worth $31.3K as of Q2 2026.
Novartis was a new Burnham & Co position in Q2 2026.
Novartis made up 0.03% of Burnham & Co's portfolio in Q2 2026, its #138 holding.
1,602 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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