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Kimelman & Baird’s Novartis NVS Stock Holding History

Kimelman & Baird’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Hold
6,850
– – 0.09% 71
2025
Q4 		$944K Hold
6,850
– – 0.07% 71
2025
Q3 		$878K Hold
6,850
– – 0.07% 73
2025
Q2 		$829K Hold
6,850
– – 0.07% 74
2025
Q1 		$764K Hold
6,850
– – 0.06% 74
2024
Q4 		$667K Hold
6,850
– – 0.05% 81
2024
Q3 		$788K Sell
6,850
-50
-0.7% -$5.67K 0.06% 81
2024
Q2 		$735K Buy
+6,900
New +$693K 0.06% 85
2016
Q4 		– Sell
-98,500
Closed -$6.97M – 121
2016
Q3 		$6.97M Buy
98,500
+279
+0.3% +$20.3K 1.23% 30
2016
Q2 		$7.26M Sell
98,221
-6,917
-7% -$478K 1.33% 29
2016
Q1 		$6.82M Buy
105,138
+8,983
+9% +$611K 1.27% 28
2015
Q4 		$7.41M Buy
+96,155
New +$7.64M 1.39% 26
2015
Q2 		$7.21M Buy
81,769
+2,254
+3% +$207K 1.23% 31
2015
Q1 		$7.03M Hold
79,515
– – 1.28% 28
2014
Q4 		$6.6M Buy
79,515
+6,529
+9% +$541K 1.19% 31
2014
Q3 		$6.16M Buy
72,986
+25,277
+53% +$2.05M 1.16% 31
2014
Q2 		$3.87M Sell
47,709
-5,022
-10% -$395K 0.68% 43
2014
Q1 		$4.02M Buy
52,731
+15,624
+42% +$1.14M 0.75% 38
2013
Q4 		$2.67M Sell
37,107
-725
-2% -$50.4K 0.51% 52
2013
Q3 		$2.6M Buy
37,832
+1,116
+3% +$73.8K 0.52% 51
2013
Q2 		$2.33M Buy
+36,716
New +$2.39M 0.49% 52

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kimelman & Baird's NVS Position: Q1 2026 in Review

Kimelman & Baird held its Novartis (NVS) position steady in Q1 2026 at 6,850 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #71.

Kimelman & Baird first reported a position in NVS in Q2 2013 and has held it in 21 quarters since. The position peaked at $7.41M in Q4 2015. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Kimelman & Baird held 6,850 shares of Novartis worth $1.05M as of Q1 2026.
  • Kimelman & Baird left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 0.09% of Kimelman & Baird's portfolio in Q1 2026, its #71 holding.
  • Kimelman & Baird first reported a position in Novartis in Q2 2013 and has held it in 21 quarters since.
  • Kimelman & Baird's Novartis position peaked at $7.41M in Q4 2015.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.