Burns Matteson Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
Burns Matteson Capital Management's NVS Position: Q2 2026 in Review
Burns Matteson Capital Management increased its Novartis (NVS) stake by 0.9% in Q2 2026, buying an estimated $4.65K and bringing the position to 3,477 shares worth $545K. The position accounts for 0.17% of the portfolio, ranked #103.
Burns Matteson Capital Management first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Burns Matteson Capital Management held 3,477 shares of Novartis worth $545K as of Q2 2026.
- Burns Matteson Capital Management bought 31 Novartis shares in Q2 2026, an estimated $4.65K.
- Novartis made up 0.17% of Burns Matteson Capital Management's portfolio in Q2 2026, its #103 holding.
- Burns Matteson Capital Management first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
- 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.