One Wealth Advisors »

Novartis shares owned by One Wealth Advisors

Quarter-by-quarter ownership of Novartis (NVS) shares owned by One Wealth Advisors from 13F filings

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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