One Wealth Capital Management’s Novartis NVS Stock Holding History

One Wealth Capital Management’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	$821K	Buy	5,238 +2,683	+105%	+$402K	0.23%	59
2026 Q1	$372K	Buy	2,555 +1,085	+74%	+$166K	0.16%	65
2025 Q4	$203K	Buy	+1,470	New	+$193K	0.09%	133

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 Capital Management's NVS Position: Q2 2026 in Review

One Wealth Capital Management increased its Novartis (NVS) stake by 105% in Q2 2026, buying an estimated $402K and bringing the position to 5,238 shares worth $821K. The position accounts for 0.23% of the portfolio, ranked #59.

One Wealth Capital Management first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

One Wealth Capital Management held 5,238 shares of Novartis worth $821K as of Q2 2026.
One Wealth Capital Management bought 2,683 Novartis shares in Q2 2026, an estimated $402K.
Novartis made up 0.23% of One Wealth Capital Management's portfolio in Q2 2026, its #59 holding.
One Wealth Capital Management first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.