Loring Wolcott & Coolidge Fiduciary Advisors’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
Q2
$1.74M Sell
36,192
-69,362
-66% -$2.98M 0.02% 134
2026
Q1
$3.96M Sell
105,554
-1,844
-2% -$87.4K 0.04% 93
2025
Q4
$6.75M Sell
107,398
-4,623
-4% -$236K 0.06% 80
2025
Q3
$5.96M Sell
112,021
-6,219
-5% -$364K 0.05% 80
2025
Q2
$8.16M Sell
118,240
-2,790
-2% -$190K 0.07% 74
2025
Q1
$7.42M Buy
121,030
+7,342
+6% +$606K 0.07% 75
2024
Q4
$9.95M Buy
113,688
+81,557
+254% +$8.82M 0.09% 75
2024
Q3
$3.66M Sell
32,131
-674
-2% -$89.9K 0.03% 109
2024
Q2
$4.62M Buy
32,805
+12,504
+62% +$1.66M 0.04% 87
2024
Q1
$2.54M Sell
20,301
-135
-0.7% -$16.1K 0.03% 104
2023
Q4
$2.34M Hold
20,436
0.02% 107
2023
Q3
$2.06M Sell
20,436
-160
-0.8% -$14.1K 0.02% 111
2023
Q2
$1.67M Hold
20,596
0.02% 123
2023
Q1
$1.64M Sell
20,596
-1,302
-6% -$92.3K 0.02% 120
2022
Q4
$1.48M Hold
21,898
0.02% 128
2022
Q3
$1.09M Hold
21,898
0.01% 141
2022
Q2
$1.22M Hold
21,898
0.02% 142
2022
Q1
$1.22M Hold
21,898
0.01% 145
2021
Q4
$1.23M Sell
21,898
-320
-1% -$17.3K 0.01% 155
2021
Q3
$1.07M Sell
22,218
-1,840
-8% -$89K 0.01% 160
2021
Q2
$1.01M Sell
24,058
-238
-1% -$9.23K 0.01% 172
2021
Q1
$819K Sell
24,296
-54
-0.2% -$1.92K 0.01% 170
2020
Q4
$850K Buy
24,350
+550
+2% +$19K 0.01% 166
2020
Q3
$826K Hold
23,800
0.01% 156
2020
Q2
$779K Buy
23,800
+1,000
+4% +$31.9K 0.01% 145
2020
Q1
$686K Sell
22,800
-9,380
-29% -$279K 0.01% 151
2019
Q4
$931K Sell
32,180
-26,320
-45% -$729K 0.01% 160
2019
Q3
$1.51M Sell
58,500
-13,940
-19% -$352K 0.02% 130
2019
Q2
$1.85M Sell
72,440
-60,884
-46% -$1.5M 0.03% 120
2019
Q1
$3.49M Sell
133,324
-1,058,558
-89% -$26M 0.05% 100
2018
Q4
$27.5M Sell
1,191,882
-145,622
-11% -$3.24M 0.5% 48
2018
Q3
$31.5M Sell
1,337,504
-114,464
-8% -$2.79M 0.5% 49
2018
Q2
$33.5M Sell
1,451,968
-193,242
-12% -$4.59M 0.58% 44
2018
Q1
$40.5M Sell
1,645,210
-440,662
-21% -$11.6M 0.74% 38
2017
Q4
$56M Sell
2,085,872
-71,448
-3% -$1.82M 1.03% 35
2017
Q3
$51.9M Sell
2,157,320
-84,778
-4% -$1.92M 1% 35
2017
Q2
$47.5M Sell
2,242,098
-375,316
-14% -$7.57M 0.94% 37
2017
Q1
$44.9M Sell
2,617,414
-289,704
-10% -$5.04M 0.94% 35
2016
Q4
$52.1M Sell
2,907,118
-575,840
-17% -$10.4M 1.16% 28
2016
Q3
$72.4M Buy
3,482,958
+53,128
+2% +$1.32M 1.66% 24
2016
Q2
$92.2M Sell
3,429,830
-28,364
-0.8% -$778K 2.12% 14
2016
Q1
$93.7M Sell
3,458,194
-10,940
-0.3% -$293K 2.21% 13
2015
Q4
$101M Buy
3,469,134
+63,080
+2% +$1.75M 2.49% 12
2015
Q3
$93.3M Hold
3,406,054
2.38% 11
2015
Q2
$93.3M Sell
3,406,054
-101,226
-3% -$2.85M 2.38% 11
2015
Q1
$93.6M Sell
3,507,280
-17,224
-0.5% -$397K 2.36% 12
2014
Q4
$74.6M Sell
3,524,504
-68,148
-2% -$1.52M 1.91% 18
2014
Q3
$85.5M Sell
3,592,652
-18,798
-0.5% -$433K 2.31% 14
2014
Q2
$83.4M Sell
3,611,450
-25,386
-0.7% -$560K 2.26% 17
2014
Q1
$83M Buy
3,636,836
+8,116
+0.2% +$173K 2.27% 16
2013
Q4
$67M Buy
3,628,720
+96,200
+3% +$1.68M 1.85% 19
2013
Q3
$59.8M Buy
3,532,520
+106,200
+3% +$1.79M 1.82% 19
2013
Q2
$53.1M Buy
+3,426,320
New +$57M 1.66% 22

Other funds holding NVO

Loring Wolcott & Coolidge Fiduciary Advisors's NVO Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Novo Nordisk (NVO) stake by 66% in Q2 2026, selling an estimated $2.98M and leaving 36,192 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #134.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NVO in Q2 2013 and has held it in 53 quarters since. The position peaked at $101M in Q4 2015. 819 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 36,192 shares of Novo Nordisk worth $1.74M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 69,362 Novo Nordisk shares in Q2 2026, an estimated $2.98M.
  • Novo Nordisk made up 0.02% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #134 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Novo Nordisk in Q2 2013 and has held it in 53 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Novo Nordisk position peaked at $101M in Q4 2015.
  • 819 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.