Chevy Chase Trust
NVO

Chevy Chase Trust’s Novo Nordisk NVO Stock Holding History

Chevy Chase 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
2026
Q2 		$357K Buy
7,440
+31
+0.4% +$1.33K ﹤0.01% 618
2026
Q1 		$272K Sell
7,409
-2,792
-27% -$132K ﹤0.01% 625
2025
Q4 		$519K Buy
10,201
+5,752
+129% +$294K ﹤0.01% 595
2025
Q3 		$247K Buy
4,449
+753
+20% +$44.1K ﹤0.01% 615
2025
Q2 		$255K Buy
3,696
+287
+8% +$19.5K ﹤0.01% 617
2025
Q1 		$237K Sell
3,409
-15
-0.4% -$1.24K ﹤0.01% 622
2024
Q4 		$295K Sell
3,424
-367
-10% -$39.7K ﹤0.01% 611
2024
Q3 		$451K Sell
3,791
-80
-2% -$10.7K ﹤0.01% 590
2024
Q2 		$553K Buy
+3,871
New +$513K ﹤0.01% 574
2020
Q1 		– Sell
-2,178
Closed -$63K – 889
2019
Q4 		$63K Buy
+2,178
New +$60.3K ﹤0.01% 790
2016
Q4 		– Sell
-11,178
Closed -$232K – 669
2016
Q3 		$232K Sell
11,178
-12,990
-54% -$322K ﹤0.01% 612
2016
Q2 		$650K Sell
24,168
-2,336
-9% -$64.1K ﹤0.01% 562
2016
Q1 		$718K Buy
26,504
+56
+0.2% +$1.5K ﹤0.01% 559
2015
Q4 		$768K Sell
26,448
-590
-2% -$16.3K ﹤0.01% 570
2015
Q3 		$733K Sell
27,038
-734
-3% -$20.8K ﹤0.01% 571
2015
Q2 		$760K Buy
27,772
+734
+3% +$20.6K ﹤0.01% 568
2015
Q1 		$722K Sell
27,038
-11,832
-30% -$272K ﹤0.01% 579
2014
Q4 		$822K Sell
38,870
-2,464
-6% -$55K 0.01% 582
2014
Q3 		$984K Buy
41,334
+2,554
+7% +$58.8K 0.01% 573
2014
Q2 		$896K Sell
38,780
-360
-0.9% -$7.95K 0.01% 578
2014
Q1 		$893K Sell
39,140
-200
-0.5% -$4.26K 0.01% 571
2013
Q4 		$727K Sell
39,340
-2,280
-5% -$39.7K 0.01% 574
2013
Q3 		$704K Sell
41,620
-5,610
-12% -$94.4K 0.01% 581
2013
Q2 		$732K Buy
+47,230
New +$786K 0.01% 574

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

Chevy Chase Trust's NVO Position: Q2 2026 in Review

Chevy Chase Trust increased its Novo Nordisk (NVO) stake by 0.42% in Q2 2026, buying an estimated $1.33K and bringing the position to 7,440 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Chevy Chase Trust first reported a position in NVO in Q2 2013 and has held it in 24 quarters since. The position peaked at $984K in Q3 2014. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Chevy Chase Trust held 7,440 shares of Novo Nordisk worth $357K as of Q2 2026.
  • Chevy Chase Trust bought 31 Novo Nordisk shares in Q2 2026, an estimated $1.33K.
  • Novo Nordisk made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #618 holding.
  • Chevy Chase Trust first reported a position in Novo Nordisk in Q2 2013 and has held it in 24 quarters since.
  • Chevy Chase Trust's Novo Nordisk position peaked at $984K in Q3 2014.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.