CIA
NVO

Choate Investment Advisors’s Novo Nordisk NVO Stock Holding History

Choate Investment Advisors’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 		$1.26M Sell
26,334
-391
-1% -$16.8K 0.02% 221
2026
Q1 		$982K Sell
26,725
-9,496
-26% -$450K 0.02% 237
2025
Q4 		$1.84M Sell
36,221
-84,348
-70% -$4.31M 0.04% 166
2025
Q3 		$6.69M Sell
120,569
-93,217
-44% -$5.46M 0.14% 71
2025
Q2 		$14.8M Buy
213,786
+32,727
+18% +$2.23M 0.32% 41
2025
Q1 		$12.6M Buy
181,059
+134,196
+286% +$11.1M 0.31% 50
2024
Q4 		$4.03M Buy
46,863
+4,288
+10% +$464K 0.1% 95
2024
Q3 		$5.07M Sell
42,575
-812
-2% -$108K 0.13% 83
2024
Q2 		$6.19M Sell
43,387
-847
-2% -$112K 0.16% 73
2024
Q1 		$5.68M Buy
44,234
+957
+2% +$114K 0.15% 81
2023
Q4 		$4.48M Buy
43,277
+35,685
+470% +$3.53M 0.14% 85
2023
Q3 		$690K Sell
7,592
-202
-3% -$17.8K 0.03% 205
2023
Q2 		$631K Buy
7,794
+2,958
+61% +$242K 0.03% 186
2023
Q1 		$385K Hold
4,836
– – 0.02% 206
2022
Q4 		$327K Sell
4,836
-344
-7% -$20.2K 0.02% 216
2022
Q3 		$258K Hold
5,180
– – 0.02% 216
2022
Q2 		$289K Hold
5,180
– – 0.02% 220
2022
Q1 		$288K Hold
5,180
– – 0.02% 248
2021
Q4 		$290K Hold
5,180
– – 0.02% 236
2021
Q3 		$249K Hold
5,180
– – 0.02% 239
2021
Q2 		$216K Buy
+5,180
New +$201K 0.01% 255
2021
Q1 		– Sell
-5,840
Closed -$204K – 308
2020
Q4 		$204K Buy
+5,840
New +$202K 0.01% 235
2014
Q3 		– Sell
-1,750
Closed -$40.4K – 289
2014
Q2 		$40.4K Hold
1,750
– – ﹤0.01% 275
2014
Q1 		$39.9K Buy
+1,750
New +$37.3K ﹤0.01% 273

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

Choate Investment Advisors's NVO Position: Q2 2026 in Review

Choate Investment Advisors reduced its Novo Nordisk (NVO) stake by 1.5% in Q2 2026, selling an estimated $16.8K and leaving 26,334 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #221.

Choate Investment Advisors first reported a position in NVO in Q1 2014 and has held it in 24 quarters since. The position peaked at $14.8M in Q2 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Choate Investment Advisors held 26,334 shares of Novo Nordisk worth $1.26M as of Q2 2026.
  • Choate Investment Advisors sold 391 Novo Nordisk shares in Q2 2026, an estimated $16.8K.
  • Novo Nordisk made up 0.02% of Choate Investment Advisors's portfolio in Q2 2026, its #221 holding.
  • Choate Investment Advisors first reported a position in Novo Nordisk in Q1 2014 and has held it in 24 quarters since.
  • Choate Investment Advisors's Novo Nordisk position peaked at $14.8M in Q2 2025.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.