OneAscent Family Office’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
OneAscent Family Office's NVS Position: Q1 2026 in Review
OneAscent Family Office increased its Novartis (NVS) stake by 28% in Q1 2026, buying an estimated $104K and bringing the position to 3,096 shares worth $473K. The position accounts for 0.33% of the portfolio, ranked #76.
OneAscent Family Office first reported a position in NVS in Q4 2025 and has held it in 2 quarters since. 1,596 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- OneAscent Family Office held 3,096 shares of Novartis worth $473K as of Q1 2026.
- OneAscent Family Office bought 680 Novartis shares in Q1 2026, an estimated $104K.
- Novartis made up 0.33% of OneAscent Family Office's portfolio in Q1 2026, its #76 holding.
- OneAscent Family Office first reported a position in Novartis in Q4 2025 and has held it in 2 quarters since.
- 1,596 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.