One Wealth Advisors’s Novartis NVS Stock Holding History

One Wealth Advisors’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	$792K	Buy	5,053 +98	+2%	+$14.7K	0.09%	122
2026 Q1	$757K	Buy	4,955 +59	+1%	+$9.04K	0.09%	113
2025 Q4	$675K	Buy	4,896 +4	+0.1%	+$524	0.08%	135
2025 Q3	$627K	Buy	4,892 +2,516	+106%	+$307K	0.08%	138
2025 Q2	$288K	Buy	2,376 +200	+9%	+$22.5K	0.04%	225
2025 Q1	$245K	Buy	+2,176	New	+$232K	0.04%	243
2023 Q1	–	Sell	-350	Closed	-$31.8K	–	466
2022 Q4	$31.8K	Buy	+350	New	+$29.5K	0.01%	468
2019 Q2	–	Sell	-133	Closed	-$11K	–	366
2019 Q1	$11K	Buy	+133	New	+$10.7K	0.01%	312
2018 Q4	–	Sell	-56	Closed	-$4K	–	357
2018 Q3	$4K	Sell	56 -2	-3%	-$148	﹤0.01%	434
2018 Q2	$4K	Buy	+58	New	+$4K	﹤0.01%	432

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

One Wealth Advisors's NVS Position: Q2 2026 in Review

One Wealth Advisors increased its Novartis (NVS) stake by 2% in Q2 2026, buying an estimated $14.7K and bringing the position to 5,053 shares worth $792K. The position accounts for 0.09% of the portfolio, ranked #122.

One Wealth Advisors first reported a position in NVS in Q2 2018 and has held it in 10 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

One Wealth Advisors held 5,053 shares of Novartis worth $792K as of Q2 2026.
One Wealth Advisors bought 98 Novartis shares in Q2 2026, an estimated $14.7K.
Novartis made up 0.09% of One Wealth Advisors's portfolio in Q2 2026, its #122 holding.
One Wealth Advisors first reported a position in Novartis in Q2 2018 and has held it in 10 quarters since.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.