ESB
NVO

Essex Savings Bank’s Novo Nordisk NVO Stock Holding History

Essex Savings Bank’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 		$468K Hold
9,758
– – 0.1% 182
2026
Q1 		$359K Sell
9,758
-169
-2% -$8.01K 0.08% 201
2025
Q4 		$505K Sell
9,927
-236
-2% -$12.1K 0.11% 167
2025
Q3 		$564K Sell
10,163
-572
-5% -$33.5K 0.13% 149
2025
Q2 		$741K Sell
10,735
-857
-7% -$58.3K 0.18% 113
2025
Q1 		$805K Buy
11,592
+1,956
+20% +$162K 0.2% 108
2024
Q4 		$829K Buy
9,636
+715
+8% +$77.3K 0.21% 101
2024
Q3 		$1.06M Buy
8,921
+5
+0.1% +$667 0.27% 86
2024
Q2 		$1.27M Buy
8,916
+486
+6% +$64.4K 0.34% 70
2024
Q1 		$872K Hold
8,430
– – 0.25% 97
2023
Q4 		$872K Buy
8,430
+946
+13% +$93.6K 0.25% 97
2023
Q3 		$681K Buy
7,484
+8
+0.1% +$705 0.23% 95
2023
Q2 		$605K Buy
7,476
+26
+0.3% +$2.12K 0.2% 106
2023
Q1 		$593K Buy
7,450
+64
+0.9% +$4.54K 0.21% 105
2022
Q4 		$500K Buy
7,386
+12
+0.2% +$704 0.18% 118
2022
Q3 		$367K Sell
7,374
-810
-10% -$43.4K 0.15% 139
2022
Q2 		$456K Buy
8,184
+884
+12% +$49.1K 0.17% 121
2022
Q1 		$406K Hold
7,300
– – 0.13% 138
2021
Q4 		$409K Hold
7,300
– – 0.14% 140
2021
Q3 		$365K Hold
7,300
– – 0.13% 150
2021
Q2 		$288K Hold
7,300
– – 0.11% 164
2021
Q1 		$260K Hold
7,300
– – 0.11% 164
2020
Q4 		$254K Hold
7,300
– – 0.11% 163
2020
Q3 		$253K Hold
7,300
– – 0.12% 161
2020
Q2 		$239K Sell
7,300
-1,360
-16% -$43.4K 0.14% 148
2020
Q1 		$261K Sell
8,660
-66
-0.8% -$1.97K 0.19% 122
2019
Q4 		$253K Hold
8,726
– – 0.13% 155
2019
Q3 		$226K Sell
8,726
-300
-3% -$7.59K 0.12% 160
2019
Q2 		$230K Sell
9,026
-63,512
-88% -$1.57M 0.08% 211
2019
Q1 		$1.9M Hold
72,538
– – 1.08% 15
2018
Q4 		$1.67M Buy
+72,538
New +$1.61M 1.05% 17

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Essex Savings Bank's NVO Position: Q2 2026 in Review

Essex Savings Bank held its Novo Nordisk (NVO) position steady in Q2 2026 at 9,758 shares worth $468K. The position accounts for 0.1% of the portfolio, ranked #182.

Essex Savings Bank first reported a position in NVO in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.9M in Q1 2019. 819 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Essex Savings Bank held 9,758 shares of Novo Nordisk worth $468K as of Q2 2026.
  • Essex Savings Bank left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up 0.1% of Essex Savings Bank's portfolio in Q2 2026, its #182 holding.
  • Essex Savings Bank first reported a position in Novo Nordisk in Q4 2018 and has held it in 31 quarters since.
  • Essex Savings Bank's Novo Nordisk position peaked at $1.9M in Q1 2019.
  • 819 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.