SEC 13F Intelligence

Brookmont Capital Management / NVSN

Brookmont Capital Management’s Novartis AG Position

Does Brookmont Capital Management own Novartis AG (NVSN)? Not currently — the last reported position was 25.2K shares worth $2M in Q1 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2021
Shares
25.2K
% of Portfolio
+1.39%
Quarters Held
10
position exited

Position History NVSN

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ2 ’19Q3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202125.2K$2M+1.39%
Q4 202025.6K$2M+1.70%
Q3 202026.9K$2M+1.74%
Q2 202026.3K$2M+1.84%
Q1 202032.6K$3M+2.16%
Q4 201935.2K$3M+1.99%
Q3 201938.3K$3M+1.90%
Q2 201946.4K$4M+2.55%
Q1 201946.0K$4M+2.72%
Q4 201846.0K$4M+2.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Brookmont Capital Management’s full portfolio or all institutional holders of NVSN.