DT
NVO

Diversified Trust’s Novo Nordisk NVO Stock Holding History

Diversified 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 		$389K Buy
8,122
+1,009
+14% +$43.4K 0.01% 834
2026
Q1 		$261K Sell
7,113
-386
-5% -$18.3K ﹤0.01% 887
2025
Q4 		$382K Buy
7,499
+3,616
+93% +$185K 0.01% 750
2025
Q3 		$215K Sell
3,883
-56
-1% -$3.28K ﹤0.01% 912
2025
Q2 		$272K Sell
3,939
-105
-3% -$7.14K 0.01% 781
2025
Q1 		$281K Buy
4,044
+798
+25% +$65.9K 0.01% 756
2024
Q4 		$279K Buy
3,246
+395
+14% +$42.7K 0.01% 761
2024
Q3 		$339K Buy
2,851
+53
+2% +$7.07K 0.01% 701
2024
Q2 		$399K Sell
2,798
-1,399
-33% -$185K 0.01% 602
2024
Q1 		$539K Buy
4,197
+30
+0.7% +$3.57K 0.02% 492
2023
Q4 		$431K Sell
4,167
-3,396
-45% -$336K 0.01% 543
2023
Q3 		$688K Buy
7,563
+393
+5% +$34.6K 0.03% 352
2023
Q2 		$580K Buy
7,170
+1,466
+26% +$120K 0.02% 418
2023
Q1 		$454K Buy
5,704
+168
+3% +$11.9K 0.02% 498
2022
Q4 		$375K Buy
+5,536
New +$325K 0.02% 501

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Diversified Trust's NVO Position: Q2 2026 in Review

Diversified Trust increased its Novo Nordisk (NVO) stake by 14% in Q2 2026, buying an estimated $43.4K and bringing the position to 8,122 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #834.

Diversified Trust first reported a position in NVO in Q4 2022 and has held it in 15 quarters since. The position peaked at $688K in Q3 2023. 344 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Diversified Trust held 8,122 shares of Novo Nordisk worth $389K as of Q2 2026.
  • Diversified Trust bought 1,009 Novo Nordisk shares in Q2 2026, an estimated $43.4K.
  • Novo Nordisk made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #834 holding.
  • Diversified Trust first reported a position in Novo Nordisk in Q4 2022 and has held it in 15 quarters since.
  • Diversified Trust's Novo Nordisk position peaked at $688K in Q3 2023.
  • 344 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.