MBT
NVO

Montecito Bank & Trust’s Novo Nordisk NVO Stock Holding History

Montecito Bank & 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
-3,861
Closed -$332K – 282
2024
Q4 		$332K Buy
3,861
+565
+17% +$61.1K 0.06% 234
2024
Q3 		$392K Buy
3,296
+400
+14% +$53.3K 0.07% 226
2024
Q2 		$413K Sell
2,896
-314
-10% -$41.6K 0.08% 204
2024
Q1 		$412K Buy
+3,210
New +$382K 0.08% 198

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Capital International Investors
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

Montecito Bank & Trust's NVO Position: Q1 2025 in Review

Montecito Bank & Trust sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 3,861 shares — an estimated $332K sold.

Montecito Bank & Trust first reported a position in NVO in Q1 2024 and held it in 4 quarters. The position peaked at $413K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Montecito Bank & Trust reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Montecito Bank & Trust sold 3,861 Novo Nordisk shares in Q1 2025, an estimated $332K.
  • Montecito Bank & Trust first reported a position in Novo Nordisk in Q1 2024 and held it in 4 quarters.
  • Montecito Bank & Trust's Novo Nordisk position peaked at $413K in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Montecito Bank & Trust's 13F filing for Q1 2025, filed 17 Apr 2025.