First National Trust’s Novo Nordisk NVO Stock Holding History

First National 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
2025 Q1	–	Sell	-2,954	Closed	-$254K	–	401
2024 Q4	$254K	Buy	2,954 +338	+13%	+$36.6K	0.01%	351
2024 Q3	$311K	Hold	2,616	–	–	0.01%	335
2024 Q2	$373K	Buy	2,616 +46	+2%	+$6.1K	0.02%	309
2024 Q1	$330K	Hold	2,570	–	–	0.01%	322
2023 Q4	$266K	Hold	2,570	–	–	0.01%	334
2023 Q3	$234K	Hold	2,570	–	–	0.01%	346
2023 Q2	$208K	Hold	2,570	–	–	0.01%	351
2023 Q1	$204K	Buy	+2,570	New	+$182K	0.01%	352
2018 Q3	–	Sell	-8,858	Closed	-$204K	–	330
2018 Q2	$204K	Hold	8,858	–	–	0.02%	316
2018 Q1	$218K	Sell	8,858 -634	-7%	-$16.6K	0.02%	311
2017 Q4	$255K	Buy	9,492 +426	+5%	+$10.8K	0.03%	305
2017 Q3	$218K	Buy	+9,066	New	+$205K	0.03%	308

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

First National Trust's NVO Position: Q1 2025 in Review

First National Trust sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,954 shares — an estimated $254K sold.

First National Trust first reported a position in NVO in Q3 2017 and held it in 12 quarters. The position peaked at $373K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

First National Trust reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
First National Trust sold 2,954 Novo Nordisk shares in Q1 2025, an estimated $254K.
First National Trust first reported a position in Novo Nordisk in Q3 2017 and held it in 12 quarters.
First National Trust's Novo Nordisk position peaked at $373K in Q2 2024.
1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on First National Trust's 13F filing for Q1 2025, filed 8 May 2025.