Canandaigua National Bank & Trust’s Novo Nordisk NVO Stock Holding History

Canandaigua National Bank & Trust’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
2025 Q4	–	Sell	-3,891	Closed	-$216K	–	317
2025 Q3	$216K	Sell	3,891 -2,177	-36%	-$127K	0.02%	307
2025 Q2	$419K	Buy	6,068 +1,795	+42%	+$122K	0.04%	252
2025 Q1	$297K	Sell	4,273 -8,296	-66%	-$685K	0.03%	266
2024 Q4	$1.08M	Sell	12,569 -30	-0.2%	-$3.24K	0.11%	173
2024 Q3	$1.5M	Sell	12,599 -565	-4%	-$75.4K	0.14%	146
2024 Q2	$1.88M	Sell	13,164 -1,138	-8%	-$151K	0.2%	110
2024 Q1	$1.84M	Sell	14,302 -4,467	-24%	-$532K	0.27%	97
2023 Q4	$1.94M	Sell	18,769 -2,598	-12%	-$257K	0.3%	89
2023 Q3	$1.94M	Buy	21,367 +9,357	+78%	+$824K	0.31%	84
2023 Q2	$972K	Sell	12,010 -228	-2%	-$18.6K	0.16%	142
2023 Q1	$974K	Buy	+12,238	New	+$868K	0.16%	140

Other funds holding NVO

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Canandaigua National Bank & Trust's NVO Position: Q4 2025 in Review

Canandaigua National Bank & Trust sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 3,891 shares — an estimated $216K sold.

Canandaigua National Bank & Trust first reported a position in NVO in Q1 2023 and held it in 11 quarters. The position peaked at $1.94M in Q3 2023. 1,416 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

Canandaigua National Bank & Trust reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
Canandaigua National Bank & Trust sold 3,891 Novo Nordisk shares in Q4 2025, an estimated $216K.
Canandaigua National Bank & Trust first reported a position in Novo Nordisk in Q1 2023 and held it in 11 quarters.
Canandaigua National Bank & Trust's Novo Nordisk position peaked at $1.94M in Q3 2023.
1,416 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Canandaigua National Bank & Trust's 13F filing for Q4 2025, filed 30 Jan 2026.