Goepper Burkhardt’s Novartis NVS Stock Holding History

Goepper Burkhardt’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	$219K	Sell	1,400 -350	-20%	-$52.5K	0.07%	98
2026 Q1	$267K	Hold	1,750	–	–	0.09%	84
2025 Q4	$241K	Hold	1,750	–	–	0.08%	90
2025 Q3	$224K	Hold	1,750	–	–	0.08%	96
2025 Q2	$212K	Sell	1,750 -200	-10%	-$22.5K	0.08%	94
2025 Q1	$217K	Buy	+1,950	New	+$208K	0.09%	93
2024 Q4	–	Sell	-1,950	Closed	-$224K	–	83
2024 Q3	$224K	Hold	1,950	–	–	0.09%	79
2024 Q2	$208K	Buy	+1,950	New	+$196K	0.09%	77
2023 Q4	–	Sell	-1,970	Closed	-$201K	–	81
2023 Q3	$201K	Buy	+1,970	New	+$200K	0.12%	67
2023 Q1	–	Sell	-2,250	Closed	-$204K	–	69
2022 Q4	$204K	Buy	+2,250	New	+$190K	0.14%	62
2021 Q4	–	Sell	-2,450	Closed	-$200K	–	69
2021 Q3	$200K	Hold	2,450	–	–	0.13%	63
2021 Q2	$224K	Hold	2,450	–	–	0.14%	62
2021 Q1	$209K	Hold	2,450	–	–	0.14%	63
2020 Q4	$231K	Buy	+2,450	New	+$214K	0.17%	57

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

Goepper Burkhardt's NVS Position: Q2 2026 in Review

Goepper Burkhardt reduced its Novartis (NVS) stake by 20% in Q2 2026, selling an estimated $52.5K and leaving 1,400 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #98.

Goepper Burkhardt first reported a position in NVS in Q4 2020 and has held it in 14 quarters since. The position peaked at $267K in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Goepper Burkhardt held 1,400 shares of Novartis worth $219K as of Q2 2026.
Goepper Burkhardt sold 350 Novartis shares in Q2 2026, an estimated $52.5K.
Novartis made up 0.07% of Goepper Burkhardt's portfolio in Q2 2026, its #98 holding.
Goepper Burkhardt first reported a position in Novartis in Q4 2020 and has held it in 14 quarters since.
Goepper Burkhardt's Novartis position peaked at $267K in Q1 2026.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.