Novartis shares owned by One Wealth Advisors
Historical chart of One Wealth Advisors investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Novartis by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $627k | 4.9k | 128.24 |
| 2025-06-30 | $288k | 2.4k | 121.01 |
| 2025-03-31 | $245k | 2.2k | 112.36 |
| 2022-12-31 | $32k | 350 | 90.72 |
| 2019-03-31 | $11k | 119 | 92.44 |
| 2018-09-30 | $4.0k | 50 | 80.00 |
| 2018-06-30 | $4.0k | 52 | 76.92 |