Bank of Montreal
NVO

Bank of Montreal’s Novo Nordisk NVO Stock Holding History

Bank of Montreal’s Portfolio NVO Stock Details NVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,400
Closed -$98K – 4508
2019
Q4 		$98K Buy
+3,400
New +$94.1K ﹤0.01% 3502
2017
Q4 		– Sell
-2,400
Closed -$58K – 4279
2017
Q3 		$58K Buy
+2,400
New +$54.2K ﹤0.01% 3173

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of Montreal's NVO Position: Q2 2026 in Review

Bank of Montreal increased its Novo Nordisk (NVO) stake by 153% in Q2 2026, buying an estimated $38.8M and bringing the position to 1,492,413 shares worth $71.5M. The position accounts for 0.02% of the portfolio, ranked #484.

Bank of Montreal first reported a position in NVO in Q2 2013 and has held it in 53 quarters since. The position peaked at $266M in Q3 2023. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Bank of Montreal held 1,492,413 shares of Novo Nordisk worth $71.5M as of Q2 2026.
  • Bank of Montreal bought 903,306 Novo Nordisk shares in Q2 2026, an estimated $38.8M.
  • Novo Nordisk made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #484 holding.
  • Bank of Montreal first reported a position in Novo Nordisk in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Novo Nordisk position peaked at $266M in Q3 2023.
  • 1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.