ET
NVO

Equitable Trust’s Novo Nordisk NVO Stock Holding History

Equitable 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
Q1 		$483K Sell
13,132
-34,178
-72% -$1.62M 0.02% 329
2025
Q4 		$2.41M Sell
47,310
-793
-2% -$40.6K 0.11% 145
2025
Q3 		$2.67M Sell
48,103
-982
-2% -$57.5K 0.12% 136
2025
Q2 		$3.39M Sell
49,085
-18,042
-27% -$1.23M 0.17% 110
2025
Q1 		$4.66M Sell
67,127
-15,504
-19% -$1.28M 0.26% 75
2024
Q4 		$7.11M Sell
82,631
-2,339
-3% -$253K 0.4% 44
2024
Q3 		$10.1M Sell
84,970
-1,108
-1% -$148K 0.65% 33
2024
Q2 		$12.3M Buy
86,078
+2,588
+3% +$343K 0.85% 27
2024
Q1 		$10.7M Sell
83,490
-1,244
-1% -$148K 0.74% 30
2023
Q4 		$8.77M Sell
84,734
-2,933
-3% -$290K 0.66% 32
2023
Q3 		$7.97M Buy
87,667
+10,027
+13% +$883K 0.66% 31
2023
Q2 		$6.28M Sell
77,640
-668
-0.9% -$54.6K 0.48% 40
2023
Q1 		$6.23M Sell
78,308
-7,880
-9% -$559K 0.49% 38
2022
Q4 		$5.83M Sell
86,188
-9,212
-10% -$540K 0.46% 44
2022
Q3 		$4.75M Sell
95,400
-11,244
-11% -$602K 0.4% 57
2022
Q2 		$5.94M Buy
106,644
+26,236
+33% +$1.46M 0.44% 52
2022
Q1 		$4.46M Buy
80,408
+69,356
+628% +$3.56M 0.29% 81
2021
Q4 		$619K Hold
11,052
– – 0.04% 222
2021
Q3 		$530K Sell
11,052
-16
-0.1% -$774 0.03% 236
2021
Q2 		$464K Buy
11,068
+168
+2% +$6.51K 0.03% 257
2021
Q1 		$367K Hold
10,900
– – 0.03% 278
2020
Q4 		$381K Hold
10,900
– – 0.03% 268
2020
Q3 		$378K Hold
10,900
– – 0.03% 258
2020
Q2 		$357K Hold
10,900
– – 0.03% 249
2020
Q1 		$328K Sell
10,900
-2,198
-17% -$65.4K 0.04% 245
2019
Q4 		$379K Buy
13,098
+58
+0.4% +$1.61K 0.04% 222
2019
Q3 		$337K Hold
13,040
– – 0.04% 226
2019
Q2 		$333K Buy
13,040
+30
+0.2% +$741 0.04% 228
2019
Q1 		$340K Buy
13,010
+292
+2% +$7.18K 0.04% 226
2018
Q4 		$293K Buy
12,718
+1,326
+12% +$29.5K 0.04% 226
2018
Q3 		$269K Sell
11,392
-102
-0.9% -$2.49K 0.03% 258
2018
Q2 		$265K Buy
+11,494
New +$273K 0.03% 232

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Equitable Trust's NVO Position: Q1 2026 in Review

Equitable Trust reduced its Novo Nordisk (NVO) stake by 72% in Q1 2026, selling an estimated $1.62M and leaving 13,132 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #329.

Equitable Trust first reported a position in NVO in Q2 2018 and has held it in 32 quarters since. The position peaked at $12.3M in Q2 2024. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Equitable Trust held 13,132 shares of Novo Nordisk worth $483K as of Q1 2026.
  • Equitable Trust sold 34,178 Novo Nordisk shares in Q1 2026, an estimated $1.62M.
  • Novo Nordisk made up 0.02% of Equitable Trust's portfolio in Q1 2026, its #329 holding.
  • Equitable Trust first reported a position in Novo Nordisk in Q2 2018 and has held it in 32 quarters since.
  • Equitable Trust's Novo Nordisk position peaked at $12.3M in Q2 2024.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.