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Burk Holdings LLC

Position in NVS — Novartis AG

CIK 2079815 TULSA, OK

Position in NVS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$10,030
+$254 QoQ
Shares Held
64
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,539
of 1,603 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Burk Holdings LLC holds $1,124,967 across 12 Drug Manufacturers - General names. NVS ranks #8 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 NVS
Novartis AG
This page
64 $10,030

All Filings in NVS

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,030 64
2026-03-31 $9,776 64