BTI
NVO

Blue Trust Inc’s Novo Nordisk NVO Stock Holding History

Blue Trust Inc’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 		$348K Sell
7,262
-1,205
-14% -$51.8K ﹤0.01% 596
2026
Q1 		$311K Sell
8,467
-2,074
-20% -$98.3K ﹤0.01% 639
2025
Q4 		$536K Sell
10,541
-4,593
-30% -$235K 0.01% 460
2025
Q3 		$840K Sell
15,134
-3,446
-19% -$202K 0.01% 346
2025
Q2 		$1.28M Sell
18,580
-1,886
-9% -$128K 0.02% 228
2025
Q1 		$1.42M Buy
20,466
+3,904
+24% +$322K 0.02% 200
2024
Q4 		$1.42M Sell
16,562
-6,141
-27% -$664K 0.02% 195
2024
Q3 		$3.24M Buy
22,703
+6,599
+41% +$880K 0.04% 108
2024
Q2 		$2.07M Buy
16,104
+10,381
+181% +$1.38M 0.03% 133
2024
Q1 		$735K Sell
5,723
-3,307
-37% -$394K 0.01% 221
2023
Q4 		$821K Buy
9,030
+5,048
+127% +$499K 0.01% 181
2023
Q3 		$644K Sell
3,982
-436
-10% -$38.4K 0.01% 216
2023
Q2 		$352K Sell
4,418
-14,088
-76% -$1.15M 0.01% 283
2023
Q1 		$1.25M Sell
18,506
-1,146
-6% -$81.3K 0.02% 166
2022
Q4 		$979K Buy
19,652
+9,070
+86% +$532K 0.02% 181
2022
Q3 		$590K Buy
10,582
+1,948
+23% +$104K 0.01% 190
2022
Q2 		$480K Buy
+8,634
New +$479K 0.01% 197

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

Blue Trust Inc's NVO Position: Q2 2026 in Review

Blue Trust Inc reduced its Novo Nordisk (NVO) stake by 14% in Q2 2026, selling an estimated $51.8K and leaving 7,262 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Blue Trust Inc first reported a position in NVO in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.24M in Q3 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Blue Trust Inc held 7,262 shares of Novo Nordisk worth $348K as of Q2 2026.
  • Blue Trust Inc sold 1,205 Novo Nordisk shares in Q2 2026, an estimated $51.8K.
  • Novo Nordisk made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #596 holding.
  • Blue Trust Inc first reported a position in Novo Nordisk in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Novo Nordisk position peaked at $3.24M in Q3 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.