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
2021
Q2 		– Sell
-100,000
Closed -$3.46M – 4537
2021
Q1 		$3.46M Buy
+100,000
New +$3.56M ﹤0.01% 1524
2020
Q1 		– Sell
-3,200
Closed -$93K – 4509
2019
Q4 		$93K Buy
+3,200
New +$88.6K ﹤0.01% 3535

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Bank of Montreal's NVO Position: Q1 2026 in Review

Bank of Montreal reduced its Novo Nordisk (NVO) stake by 77% in Q1 2026, selling an estimated $91.8M and leaving 589,107 shares worth $21.6M. The position accounts for 0.01% of the portfolio, ranked #820.

Bank of Montreal first reported a position in NVO in Q2 2013 and has held it in 52 quarters since. The position peaked at $266M in Q3 2023. 1,276 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Bank of Montreal held 589,107 shares of Novo Nordisk worth $21.6M as of Q1 2026.
  • Bank of Montreal sold 1,936,720 Novo Nordisk shares in Q1 2026, an estimated $91.8M.
  • Novo Nordisk made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #820 holding.
  • Bank of Montreal first reported a position in Novo Nordisk in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Novo Nordisk position peaked at $266M in Q3 2023.
  • 1,276 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.