Essex Financial Services’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
Q1 | – | Sell |
-4,795
| Closed | -$244K | – | 817 |
|
|
2025
Q4 | $244K | Sell |
4,795
-494
| -9% | -$25.3K | 0.01% | 679 |
|
|
2025
Q3 | $293K | Sell |
5,289
-2,763
| -34% | -$162K | 0.02% | 583 |
|
|
2025
Q2 | $556K | Buy |
8,052
+107
| +1% | +$7.28K | 0.04% | 386 |
|
|
2025
Q1 | $552K | Sell |
7,945
-4,875
| -38% | -$403K | 0.04% | 358 |
|
|
2024
Q4 | $1.1M | Sell |
12,820
-168
| -1% | -$18.2K | 0.08% | 219 |
|
|
2024
Q3 | $1.51M | Sell |
12,988
-2,129
| -14% | -$284K | 0.11% | 175 |
|
|
2024
Q2 | $1.94M | Buy |
15,117
+2,410
| +19% | +$319K | 0.14% | 139 |
|
|
2024
Q1 | $1.63M | Buy |
12,707
+4,438
| +54% | +$528K | 0.15% | 138 |
|
|
2023
Q4 | $856K | Buy |
8,269
+1,366
| +20% | +$135K | 0.09% | 218 |
|
|
2023
Q3 | $628K | Buy |
6,903
+9
| +0.1% | +$793 | 0.07% | 246 |
|
|
2023
Q2 | $558K | Buy |
6,894
+34
| +0.5% | +$2.78K | 0.06% | 261 |
|
|
2023
Q1 | $546K | Buy |
6,860
+48
| +0.7% | +$3.4K | 0.06% | 271 |
|
|
2022
Q4 | $460K | Buy |
6,812
+768
| +13% | +$45K | 0.05% | 291 |
|
|
2022
Q3 | $301K | Buy |
6,044
+2,254
| +59% | +$121K | 0.04% | 339 |
|
|
2022
Q2 | $211K | Buy |
3,790
+58
| +2% | +$3.22K | 0.02% | 450 |
|
|
2022
Q1 | $207K | Hold |
3,732
| – | – | 0.02% | 474 |
|
|
2021
Q4 | $209K | Buy |
+3,732
| New | +$202K | 0.02% | 467 |
|
|
2019
Q1 | – | Sell |
-8,660
| Closed | -$246K | – | 251 |
|
|
2018
Q4 | $246K | Buy |
+8,660
| New | +$192K | 0.08% | 205 |
|
|
2017
Q3 | – | Sell |
-10,876
| Closed | -$233K | – | 323 |
|
|
2017
Q2 | $233K | Buy |
+10,876
| New | +$219K | 0.05% | 312 |
|
|
2017
Q1 | – | Sell |
-12,276
| Closed | -$220K | – | 335 |
|
|
2016
Q4 | $220K | Sell |
12,276
-3,134
| -20% | -$56.8K | 0.05% | 291 |
|
|
2016
Q3 | $320K | Buy |
15,410
+150
| +1% | +$3.72K | 0.08% | 231 |
|
|
2016
Q2 | $410K | Sell |
15,260
-5,500
| -26% | -$151K | 0.1% | 190 |
|
|
2016
Q1 | $562K | Sell |
20,760
-2,350
| -10% | -$63K | 0.14% | 155 |
|
|
2015
Q4 | $671K | Sell |
23,110
-1,450
| -6% | -$40.1K | 0.16% | 143 |
|
|
2015
Q3 | $666K | Buy |
24,560
+360
| +1% | +$10.2K | 0.17% | 134 |
|
|
2015
Q2 | $663K | Hold |
24,200
| – | – | 0.17% | 140 |
|
|
2015
Q1 | $646K | Hold |
24,200
| – | – | 0.17% | 143 |
|
|
2014
Q4 | $512K | Hold |
24,200
| – | – | 0.13% | 172 |
|
|
2014
Q3 | $576K | Buy |
24,200
+2,400
| +11% | +$55.2K | 0.17% | 143 |
|
|
2014
Q2 | $503K | Buy |
21,800
+1,000
| +5% | +$22.1K | 0.15% | 156 |
|
|
2014
Q1 | $475K | Buy |
20,800
+4,000
| +24% | +$85.2K | 0.16% | 149 |
|
|
2013
Q4 | $310K | Sell |
16,800
-1,500
| -8% | -$26.1K | 0.1% | 198 |
|
|
2013
Q3 | $310 | Hold |
18,300
| – | – | 0.1% | 190 |
|
|
2013
Q2 | $284K | Buy |
+18,300
| New | +$305K | 0.1% | 194 |
|
Other funds holding NVO
DAM
F
Essex Financial Services's NVO Position: Q1 2026 in Review
Essex Financial Services sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 4,795 shares — an estimated $244K sold.
Essex Financial Services first reported a position in NVO in Q2 2013 and held it in 34 quarters. The position peaked at $1.94M in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.
- Essex Financial Services reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
- Essex Financial Services sold 4,795 Novo Nordisk shares in Q1 2026, an estimated $244K.
- Essex Financial Services first reported a position in Novo Nordisk in Q2 2013 and held it in 34 quarters.
- Essex Financial Services's Novo Nordisk position peaked at $1.94M in Q2 2024.
- 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.