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Novartis shares owned by One Wealth Capital Management

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

Historical chart of One Wealth Capital Management investment in Novartis

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All positions including Novartis held by One Wealth Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by One Wealth Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 1.5k 137.87

More positions owned by One Wealth Capital Management

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom (AVGO)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr 10-20 Yr Trs Etf (TLH)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for One Wealth Capital Management

Top funds holding Novartis

Dodge & Cox
Dimensional Fund Advisors
PRIMECAP Management Company
Fisher Investments
Loomis, Sayles and
Franklin Resources
GQG Partners
BlackRock
Goldman Sachs Group
Susquehanna International
Northern Trust
Cullen Capital Management
Henderson Group
Raymond James Financial
Wells Fargo & Company

View all funds holding Novartis