Midwest Trust
NVO icon

Midwest Trust’s Novo Nordisk NVO Stock Holding History

Midwest 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
Q3 		$204K Buy
+5,368
New +$247K ﹤0.01% 618
2026
Q2 		– Sell
-6,853
Closed -$252K – 624
2026
Q1 		$252K Sell
6,853
-352
-5% -$16.7K ﹤0.01% 542
2025
Q4 		$367K Sell
7,205
-1,051
-13% -$53.7K ﹤0.01% 471
2025
Q3 		$458K Sell
8,256
-424
-5% -$24.8K 0.01% 436
2025
Q2 		$599K Buy
+8,680
New +$590K 0.01% 398

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Midwest Trust's NVO Position: Q3 2026 in Review

Midwest Trust opened a new position in Novo Nordisk (NVO) in Q3 2026: 5,368 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Midwest Trust previously reported a position in NVO as recently as Q1 2026.

Midwest Trust first reported a position in NVO in Q2 2025 and has held it in 5 quarters since. The position peaked at $599K in Q2 2025. 696 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Midwest Trust held 5,368 shares of Novo Nordisk worth $204K as of Q3 2026.
  • Novo Nordisk was a new Midwest Trust position in Q3 2026.
  • Novo Nordisk made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #618 holding.
  • Midwest Trust first reported a position in Novo Nordisk in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Novo Nordisk position peaked at $599K in Q2 2025.
  • 696 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.