SEC 13F Intelligence

Mason & Associates, LLC / NVSN

Mason & Associates, LLC’s Novartis AG Position

Does Mason & Associates, LLC own Novartis AG (NVSN)? Not currently — the last reported position was 20.0K shares worth $2M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2024
Shares
20.0K
% of Portfolio
+1.47%
Quarters Held
1
position exited

Position History NVSN

Reported value by quarter
Q1 ’24: $2MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202420.0K$2M+1.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mason & Associates, LLC’s full portfolio or all institutional holders of NVSN.