Kimelman & Baird
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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
Q3 		$1.43M Buy
10,050
+3,200
+47% +$485K 0.11% 63
2026
Q2 		$1.07M Hold
6,850
– – 0.08% 70
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 		$7.2M 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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Kimelman & Baird's NVS Position: Q3 2026 in Review

Kimelman & Baird increased its Novartis (NVS) stake by 47% in Q3 2026, buying an estimated $485K and bringing the position to 10,050 shares worth $1.43M. The position accounts for 0.11% of the portfolio, ranked #63.

Kimelman & Baird first reported a position in NVS in Q2 2013 and has held it in 23 quarters since. The position peaked at $7.41M in Q4 2015. 830 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Kimelman & Baird held 10,050 shares of Novartis worth $1.43M as of Q3 2026.
  • Kimelman & Baird bought 3,200 Novartis shares in Q3 2026, an estimated $485K.
  • Novartis made up 0.11% of Kimelman & Baird's portfolio in Q3 2026, its #63 holding.
  • Kimelman & Baird first reported a position in Novartis in Q2 2013 and has held it in 23 quarters since.
  • Kimelman & Baird's Novartis position peaked at $7.41M in Q4 2015.
  • 830 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Kimelman & Baird's 13F filing for Q3 2026, filed 3 Nov 2026.