Clean Yield Group’s Novo Nordisk NVO Stock Holding History

Clean Yield Group’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 Q1	$1.08M	Sell	29,478 -663	-2%	-$31.4K	0.31%	68
2025 Q4	$1.53M	Hold	30,141	–	–	0.43%	63
2025 Q3	$1.67M	Sell	30,141 -1,390	-4%	-$81.4K	0.47%	58
2025 Q2	$2.18M	Sell	31,531 -1,545	-5%	-$105K	0.65%	50
2025 Q1	$2.3M	Sell	33,076 -800	-2%	-$66.1K	0.75%	41
2024 Q4	$2.91M	Sell	33,876 -510	-1%	-$55.2K	0.93%	39
2024 Q3	$4.09M	Sell	34,386 -784	-2%	-$105K	1.3%	25
2024 Q2	$5.02M	Sell	35,170 -892	-2%	-$118K	1.88%	17
2024 Q1	$4.63M	Sell	36,062 -3,855	-10%	-$459K	1.8%	15
2023 Q4	$4.13M	Sell	39,917 -845	-2%	-$83.6K	1.74%	15
2023 Q3	$4.03M	Buy	40,762 +2,400	+6%	+$211K	1.79%	15
2023 Q2	$3.1M	Sell	38,362 -1,610	-4%	-$132K	1.28%	25
2023 Q1	$3.18M	Sell	39,972 -2,770	-6%	-$196K	1.35%	21
2022 Q4	$2.89M	Sell	42,742 -790	-2%	-$46.3K	1.24%	27
2022 Q3	$2.17M	Sell	43,532 -200	-0.5%	-$10.7K	1.01%	32
2022 Q2	$2.44M	Sell	43,732 -1,580	-3%	-$87.7K	1.01%	33
2022 Q1	$2.52M	Sell	45,312 -10,014	-18%	-$514K	0.89%	37
2021 Q4	$3.1M	Sell	55,326 -1,228	-2%	-$66.5K	0.99%	33
2021 Q3	$2.71M	Sell	56,554 -840	-1%	-$40.6K	0.89%	33
2021 Q2	$2.4M	Sell	57,394 -6,470	-10%	-$251K	0.82%	36
2021 Q1	$2.15M	Sell	63,864 -4,060	-6%	-$145K	0.81%	35
2020 Q4	$2.37M	Sell	67,924 -2,460	-3%	-$85K	0.85%	35
2020 Q3	$2.44M	Sell	70,384 -1,766	-2%	-$58.9K	0.99%	27
2020 Q2	$2.36M	Sell	72,150 -27,676	-28%	-$883K	1.02%	28
2020 Q1	$3M	Sell	99,826 -17,542	-15%	-$522K	1.43%	21
2019 Q4	$3.4M	Sell	117,368 -2,520	-2%	-$69.8K	1.06%	29
2019 Q3	$3.1M	Sell	119,888 -2,610	-2%	-$66K	1.02%	33
2019 Q2	$3.13M	Sell	122,498 -5,614	-4%	-$139K	1.13%	31
2019 Q1	$3.35M	Sell	128,112 -640	-0.5%	-$15.7K	1.36%	27
2018 Q4	$2.97M	Sell	128,752 -3,722	-3%	-$82.7K	1.29%	30
2018 Q3	$3.12M	Sell	132,474 -342	-0.3%	-$8.35K	1.24%	31
2018 Q2	$3.06M	Sell	132,816 -4,660	-3%	-$111K	1.27%	33
2018 Q1	$3.38M	Sell	137,476 -17,870	-12%	-$469K	1.43%	25
2017 Q4	$4.17M	Sell	155,346 -1,840	-1%	-$46.8K	1.65%	17
2017 Q3	$3.78M	Sell	157,186 -1,090	-0.7%	-$24.6K	1.54%	22
2017 Q2	$3.4M	Sell	158,276 -1,570	-1%	-$31.7K	1.42%	28
2017 Q1	$2.74M	Buy	159,846 +6,520	+4%	+$114K	1.15%	32
2016 Q4	$2.75M	Buy	153,326 +45,670	+42%	+$828K	1.24%	33
2016 Q3	$2.24M	Buy	107,656 +41,004	+62%	+$1.02M	0.97%	38
2016 Q2	$1.79M	Sell	66,652 -350	-0.5%	-$9.6K	0.77%	45
2016 Q1	$1.87M	Sell	67,002 -7,240	-10%	-$194K	0.83%	44
2015 Q4	$2.05M	Buy	74,242 +2,340	+3%	+$64.8K	1.01%	38
2015 Q3	$2.04M	Sell	71,902 -5,368	-7%	-$152K	0.96%	42
2015 Q2	$2.12M	Sell	77,270 -9,680	-11%	-$272K	0.97%	43
2015 Q1	$2.32M	Sell	86,950 -970	-1%	-$22.3K	1%	39
2014 Q4	$1.86M	Hold	87,920	–	–	0.84%	44
2014 Q3	$2.09M	Sell	87,920 -6,020	-6%	-$139K	1.01%	38
2014 Q2	$2.17M	Hold	93,940	–	–	1.07%	33
2014 Q1	$2.14M	Sell	93,940 -360	-0.4%	-$7.67K	1.11%	33
2013 Q4	$1.74M	Buy	94,300 +7,350	+8%	+$128K	0.93%	42
2013 Q3	$1.47M	Buy	86,950 +27,800	+47%	+$468K	0.8%	48
2013 Q2	$917K	Buy	+59,150	New	+$984K	0.52%	62

Other funds holding NVO

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 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

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

Clean Yield Group's NVO Position: Q1 2026 in Review

Clean Yield Group reduced its Novo Nordisk (NVO) stake by 2.2% in Q1 2026, selling an estimated $31.4K and leaving 29,478 shares worth $1.08M. The position accounts for 0.31% of the portfolio, ranked #68.

Clean Yield Group first reported a position in NVO in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.02M in Q2 2024. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Clean Yield Group held 29,478 shares of Novo Nordisk worth $1.08M as of Q1 2026.
Clean Yield Group sold 663 Novo Nordisk shares in Q1 2026, an estimated $31.4K.
Novo Nordisk made up 0.31% of Clean Yield Group's portfolio in Q1 2026, its #68 holding.
Clean Yield Group first reported a position in Novo Nordisk in Q2 2013 and has held it in 52 quarters since.
Clean Yield Group's Novo Nordisk position peaked at $5.02M in Q2 2024.
1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.