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Novartis shares owned by OneAscent Family Office

Quarter-by-quarter ownership of Novartis (NVS) shares owned by OneAscent Family Office from 13F filings

Historical chart of OneAscent Family Office investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by OneAscent Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by OneAscent Family Office

Quarter filed Position value Share count Share price at filing
2025-12-31 $333k 2.4k 137.87

More positions owned by OneAscent Family Office

Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Core P (OACP)
Select Sector Spdr Tr State Street Ene (XLE)
Unified Ser Tr Oneascent Large (OALC)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Eafe Value Etf (EFV)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Emgrg (OAEM)
Ishares Tr Jpmorgan Usd Emg (EMB)
Etf Opportunities Trust Applied Fina Val (VSLU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for OneAscent Family Office

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