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J.W. Burns & Co’s Novartis NVS Stock Holding History

J.W. Burns & 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 		$770K Sell
4,915
-3
-0.1% -$450 0.08% 111
2026
Q1 		$751K Hold
4,918
– – 0.09% 110
2025
Q4 		$678K Sell
4,918
-300
-6% -$39.3K 0.08% 121
2025
Q3 		$669K Sell
5,218
-264
-5% -$32.2K 0.08% 123
2025
Q2 		$663K Sell
5,482
-318
-5% -$35.8K 0.08% 118
2025
Q1 		$647K Sell
5,800
-987
-15% -$105K 0.08% 126
2024
Q4 		$660K Sell
6,787
-1,222
-15% -$130K 0.08% 124
2024
Q3 		$921K Sell
8,009
-75
-0.9% -$8.51K 0.12% 102
2024
Q2 		$861K Hold
8,084
– – 0.12% 101
2024
Q1 		$782K Buy
8,084
+170
+2% +$17.4K 0.11% 111
2023
Q4 		$799K Buy
7,914
+300
+4% +$29K 0.12% 106
2023
Q3 		$776K Sell
7,614
-200
-3% -$20.3K 0.13% 106
2023
Q2 		$789K Hold
7,814
– – 0.13% 97
2023
Q1 		$719K Sell
7,814
-214
-3% -$18.7K 0.12% 99
2022
Q4 		$728K Sell
8,028
-545
-6% -$45.9K 0.13% 98
2022
Q3 		$652K Sell
8,573
-570
-6% -$47.2K 0.13% 98
2022
Q2 		$773K Sell
9,143
-730
-7% -$64K 0.15% 97
2022
Q1 		$866K Sell
9,873
-884
-8% -$76.5K 0.14% 93
2021
Q4 		$941K Sell
10,757
-135
-1% -$11.2K 0.14% 96
2021
Q3 		$891K Sell
10,892
-2,067
-16% -$186K 0.14% 99
2021
Q2 		$1.18M Buy
12,959
+251
+2% +$22.4K 0.19% 87
2021
Q1 		$1.09M Sell
12,708
-1,328
-9% -$119K 0.18% 88
2020
Q4 		$1.32M Sell
14,036
-290
-2% -$25.3K 0.24% 78
2020
Q3 		$1.25M Sell
14,326
-285
-2% -$24.7K 0.25% 77
2020
Q2 		$1.28M Sell
14,611
-25
-0.2% -$2.16K 0.28% 73
2020
Q1 		$1.21M Sell
14,636
-699
-5% -$62.4K 0.33% 70
2019
Q4 		$1.45M Sell
15,335
-236
-2% -$21.2K 0.31% 75
2019
Q3 		$1.35M Sell
15,571
-160
-1% -$14.4K 0.31% 78
2019
Q2 		$1.44M Sell
15,731
-1,602
-9% -$136K 0.33% 77
2019
Q1 		$1.49M Sell
17,333
-369
-2% -$29.6K 0.36% 75
2018
Q4 		$1.36M Sell
17,702
-435
-2% -$33.9K 0.38% 75
2018
Q3 		$1.4M Sell
18,137
-736
-4% -$54.4K 0.33% 78
2018
Q2 		$1.28M Sell
18,873
-1,868
-9% -$129K 0.32% 82
2018
Q1 		$1.5M Sell
20,741
-474
-2% -$36.1K 0.39% 75
2017
Q4 		$1.6M Sell
21,215
-240
-1% -$18.1K 0.4% 71
2017
Q3 		$1.65M Sell
21,455
-1,094
-5% -$82.6K 0.44% 66
2017
Q2 		$1.69M Sell
22,549
-222
-1% -$15.7K 0.46% 68
2017
Q1 		$1.51M Sell
22,771
-586
-3% -$39K 0.42% 70
2016
Q4 		$1.52M Sell
23,357
-1,367
-6% -$88.7K 0.45% 66
2016
Q3 		$1.75M Buy
24,724
+4,202
+20% +$306K 0.54% 61
2016
Q2 		$1.52M Buy
20,522
+3,086
+18% +$213K 0.46% 66
2016
Q1 		$1.13M Buy
17,436
+1,064
+6% +$72.4K 0.36% 73
2015
Q4 		$1.26M Buy
16,372
+1,144
+8% +$90.9K 0.4% 71
2015
Q3 		$1.25M Sell
15,228
-123
-0.8% -$10.9K 0.43% 67
2015
Q2 		$1.35M Buy
15,351
+45
+0.3% +$4.13K 0.44% 65
2015
Q1 		$1.35M Sell
15,306
-921
-6% -$81.7K 0.44% 65
2014
Q4 		$1.35M Sell
16,227
-1,060
-6% -$87.9K 0.44% 65
2014
Q3 		$1.46M Sell
17,287
-1,116
-6% -$90.3K 0.49% 59
2014
Q2 		$1.49M Sell
18,403
-28
-0.2% -$2.2K 0.5% 59
2014
Q1 		$1.4M Sell
18,431
-111
-0.6% -$8.09K 0.5% 60
2013
Q4 		$1.34M Buy
18,542
+267
+1% +$18.6K 0.46% 63
2013
Q3 		$1.26M Buy
18,275
+235
+1% +$15.5K 0.48% 59
2013
Q2 		$1.14M Buy
+18,040
New +$1.17M 0.47% 61

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

J.W. Burns & Co's NVS Position: Q2 2026 in Review

J.W. Burns & Co reduced its Novartis (NVS) stake by 0.06% in Q2 2026, selling an estimated $450 and leaving 4,915 shares worth $770K. The position accounts for 0.08% of the portfolio, ranked #111.

J.W. Burns & Co first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.75M in Q3 2016. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • J.W. Burns & Co held 4,915 shares of Novartis worth $770K as of Q2 2026.
  • J.W. Burns & Co sold 3 Novartis shares in Q2 2026, an estimated $450.
  • Novartis made up 0.08% of J.W. Burns & Co's portfolio in Q2 2026, its #111 holding.
  • J.W. Burns & Co first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
  • J.W. Burns & Co's Novartis position peaked at $1.75M in Q3 2016.
  • 285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.