Confluence Investment Management’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$833K Buy
17,385
+1,699
+11% +$73K 0.01% 233
2026
Q1
$576K Buy
15,686
+2,643
+20% +$125K 0.01% 246
2025
Q4
$664K Buy
13,043
+1,219
+10% +$62.3K 0.01% 248
2025
Q3
$656K Buy
11,824
+448
+4% +$26.2K 0.01% 243
2025
Q2
$785K Buy
11,376
+911
+9% +$62K 0.01% 226
2025
Q1
$727K Buy
10,465
+191
+2% +$15.8K 0.01% 231
2024
Q4
$884K Buy
10,274
+220
+2% +$23.8K 0.01% 209
2024
Q3
$1.2M Sell
10,054
-1,210
-11% -$161K 0.02% 193
2024
Q2
$1.61M Buy
11,264
+420
+4% +$55.7K 0.02% 187
2024
Q1
$1.39M Sell
10,844
-72
-0.7% -$8.57K 0.02% 185
2023
Q4
$1.13M Sell
10,916
-714
-6% -$70.6K 0.02% 191
2023
Q3
$1.06M Sell
11,630
-3,764
-24% -$332K 0.02% 184
2023
Q2
$1.25M Sell
15,394
-1,900
-11% -$155K 0.02% 178
2023
Q1
$1.38M Buy
17,294
+88
+0.5% +$6.24K 0.02% 176
2022
Q4
$1.16M Sell
17,206
-336
-2% -$19.7K 0.02% 190
2022
Q3
$874K Sell
17,542
-1,568
-8% -$84K 0.01% 201
2022
Q2
$1.06M Sell
19,110
-8,354
-30% -$464K 0.02% 195
2022
Q1
$1.52M Sell
27,464
-3,818
-12% -$196K 0.02% 184
2021
Q4
$1.75M Sell
31,282
-2,182
-7% -$118K 0.02% 187
2021
Q3
$1.61M Buy
33,464
+368
+1% +$17.8K 0.02% 188
2021
Q2
$1.39M Buy
33,096
+428
+1% +$16.6K 0.02% 191
2021
Q1
$1.1M Buy
32,668
+2,118
+7% +$75.4K 0.02% 196
2020
Q4
$1.07M Sell
30,550
-11,800
-28% -$408K 0.02% 205
2020
Q3
$1.47M Sell
42,350
-1,792
-4% -$59.7K 0.02% 186
2020
Q2
$1.45M Sell
44,142
-46
-0.1% -$1.47K 0.02% 187
2020
Q1
$1.33M Buy
+44,188
New +$1.32M 0.03% 190

Other funds holding NVO