BOS
NVO

Bank of Stockton’s Novo Nordisk NVO Stock Holding History

Bank of Stockton’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
2026
Q2 		– Sell
-6,293
Closed -$231K – 130
2026
Q1 		$231K Buy
6,293
+339
+6% +$16.1K 0.07% 128
2025
Q4 		$303K Buy
5,954
+580
+11% +$29.7K 0.09% 117
2025
Q3 		$298K Sell
5,374
-746
-12% -$43.7K 0.09% 120
2025
Q2 		$422K Sell
6,120
-1,811
-23% -$123K 0.13% 92
2025
Q1 		$551K Sell
7,931
-220
-3% -$18.2K 0.18% 82
2024
Q4 		$701K Buy
8,151
+499
+7% +$54K 0.21% 66
2024
Q3 		$911K Buy
7,652
+1,420
+23% +$189K 0.27% 51
2024
Q2 		$890K Buy
6,232
+2,292
+58% +$304K 0.28% 53
2024
Q1 		$506K Buy
3,940
+718
+22% +$85.5K 0.16% 87
2023
Q4 		$345K Buy
+3,222
New +$319K 0.11% 100

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

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

Bank of Stockton sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 6,293 shares — an estimated $231K sold.

Bank of Stockton first reported a position in NVO in Q4 2023 and held it in 10 quarters. The position peaked at $911K in Q3 2024. 709 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Bank of Stockton reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Bank of Stockton sold 6,293 Novo Nordisk shares in Q2 2026, an estimated $231K.
  • Bank of Stockton first reported a position in Novo Nordisk in Q4 2023 and held it in 10 quarters.
  • Bank of Stockton's Novo Nordisk position peaked at $911K in Q3 2024.
  • 709 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Bank of Stockton's 13F filing for Q2 2026, filed 29 Jul 2026.