OneAscent Family Office’s Novartis NVS Stock Holding History

OneAscent Family Office’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	$550K	Buy	3,508 +412	+13%	+$61.8K	0.28%	79
2026 Q1	$473K	Buy	3,096 +680	+28%	+$104K	0.33%	76
2025 Q4	$333K	Buy	+2,416	New	+$316K	0.23%	104

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

OneAscent Family Office's NVS Position: Q2 2026 in Review

OneAscent Family Office increased its Novartis (NVS) stake by 13% in Q2 2026, buying an estimated $61.8K and bringing the position to 3,508 shares worth $550K. The position accounts for 0.28% of the portfolio, ranked #79.

OneAscent Family Office first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

OneAscent Family Office held 3,508 shares of Novartis worth $550K as of Q2 2026.
OneAscent Family Office bought 412 Novartis shares in Q2 2026, an estimated $61.8K.
Novartis made up 0.28% of OneAscent Family Office's portfolio in Q2 2026, its #79 holding.
OneAscent Family Office first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.