GT
NVO

Greenleaf Trust’s Novo Nordisk NVO Stock Holding History

Greenleaf 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 		$1.64M Sell
34,200
-9
-0% -$387 0.02% 254
2026
Q1 		$1.26M Sell
34,209
-295
-0.9% -$14K 0.01% 287
2025
Q4 		$1.76M Buy
34,504
+473
+1% +$24.2K 0.02% 229
2025
Q3 		$1.89M Sell
34,031
-644
-2% -$37.7K 0.02% 214
2025
Q2 		$2.39M Sell
34,675
-754
-2% -$51.3K 0.02% 169
2025
Q1 		$2.46M Sell
35,429
-223
-0.6% -$18.4K 0.02% 173
2024
Q4 		$3.07M Sell
35,652
-152
-0.4% -$16.4K 0.03% 137
2024
Q3 		$4.26M Sell
35,804
-403
-1% -$53.7K 0.04% 114
2024
Q2 		$5.17M Sell
36,207
-109
-0.3% -$14.4K 0.05% 98
2024
Q1 		$4.66M Sell
36,316
-29,593
-45% -$3.52M 0.04% 106
2023
Q4 		$6.82M Sell
65,909
-445
-0.7% -$44K 0.07% 83
2023
Q3 		$6.03M Sell
66,354
-148
-0.2% -$13K 0.07% 77
2023
Q2 		$5.38M Buy
66,502
+100
+0.2% +$8.17K 0.06% 84
2023
Q1 		$5.28M Buy
66,402
+222
+0.3% +$15.7K 0.06% 85
2022
Q4 		$4.48M Sell
66,180
-156
-0.2% -$9.15K 0.06% 93
2022
Q3 		$3.31M Sell
66,336
-134
-0.2% -$7.18K 0.05% 104
2022
Q2 		$3.7M Sell
66,470
-6,404
-9% -$355K 0.06% 89
2022
Q1 		$4.05M Sell
72,874
-136
-0.2% -$6.98K 0.05% 82
2021
Q4 		$4.09M Buy
73,010
+274
+0.4% +$14.8K 0.05% 79
2021
Q3 		$3.49M Sell
72,736
-510
-0.7% -$24.7K 0.04% 84
2021
Q2 		$3.07M Buy
73,246
+36
+0% +$1.4K 0.04% 92
2021
Q1 		$2.47M Sell
73,210
-1,518
-2% -$54.1K 0.03% 100
2020
Q4 		$2.61M Buy
74,728
+6,662
+10% +$230K 0.03% 93
2020
Q3 		$2.36M Buy
68,066
+1,534
+2% +$51.1K 0.04% 90
2020
Q2 		$2.18M Buy
66,532
+2,138
+3% +$68.2K 0.04% 92
2020
Q1 		$1.94M Buy
64,394
+56
+0.1% +$1.67K 0.04% 90
2019
Q4 		$1.86M Buy
64,338
+34
+0.1% +$941 0.03% 106
2019
Q3 		$1.66M Buy
64,304
+646
+1% +$16.3K 0.03% 110
2019
Q2 		$1.63M Buy
63,658
+15,006
+31% +$371K 0.03% 112
2019
Q1 		$1.27M Buy
48,652
+1,180
+2% +$29K 0.02% 138
2018
Q4 		$1.09M Sell
47,472
-8,348
-15% -$186K 0.02% 145
2018
Q3 		$1.32M Buy
55,820
+3,820
+7% +$93.2K 0.02% 138
2018
Q2 		$1.2M Buy
52,000
+12,290
+31% +$292K 0.02% 137
2018
Q1 		$978K Buy
39,710
+5,734
+17% +$151K 0.02% 154
2017
Q4 		$912K Hold
33,976
– – 0.02% 163
2017
Q3 		$818K Buy
33,976
+11,860
+54% +$268K 0.02% 165
2017
Q2 		$474K Buy
+22,116
New +$446K 0.01% 210
2016
Q1 		– Sell
-8,220
Closed -$239K – 172
2015
Q4 		$239K Sell
8,220
-2,750
-25% -$76.1K 0.01% 149
2015
Q3 		$298K Hold
10,970
– – 0.01% 140
2015
Q2 		$300K Sell
10,970
-450
-4% -$12.7K 0.01% 130
2015
Q1 		$305K Sell
11,420
-1,250
-10% -$28.8K 0.01% 126
2014
Q4 		$268K Hold
12,670
– – 0.01% 134
2014
Q3 		$302K Buy
12,670
+3,240
+34% +$74.6K 0.01% 127
2014
Q2 		$218K Hold
9,430
– – 0.01% 148
2014
Q1 		$215K Buy
+9,430
New +$201K 0.01% 145

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

Greenleaf Trust's NVO Position: Q2 2026 in Review

Greenleaf Trust reduced its Novo Nordisk (NVO) stake by 0.03% in Q2 2026, selling an estimated $387 and leaving 34,200 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #254.

Greenleaf Trust first reported a position in NVO in Q1 2014 and has held it in 45 quarters since. The position peaked at $6.82M in Q4 2023. 516 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Greenleaf Trust held 34,200 shares of Novo Nordisk worth $1.64M as of Q2 2026.
  • Greenleaf Trust sold 9 Novo Nordisk shares in Q2 2026, an estimated $387.
  • Novo Nordisk made up 0.02% of Greenleaf Trust's portfolio in Q2 2026, its #254 holding.
  • Greenleaf Trust first reported a position in Novo Nordisk in Q1 2014 and has held it in 45 quarters since.
  • Greenleaf Trust's Novo Nordisk position peaked at $6.82M in Q4 2023.
  • 516 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.