Moody National Bank Trust Division’s Novo Nordisk NVO Stock Holding History

Moody National Bank Trust Division’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	$544K	Buy	+11,352	New	+$488K	0.05%	333
2025 Q2	–	Sell	-3,232	Closed	-$224K	–	508
2025 Q1	$224K	Buy	+3,232	New	+$267K	0.02%	451
2024 Q4	–	Sell	-1,869	Closed	-$223K	–	492
2024 Q3	$223K	Buy	1,869 +286	+18%	+$38.1K	0.02%	438
2024 Q2	$226K	Buy	+1,583	New	+$210K	0.02%	418
2022 Q3	–	Sell	-4,214	Closed	-$234K	–	589
2022 Q2	$234K	Sell	4,214 -12,000	-74%	-$666K	0.02%	463
2022 Q1	$900K	Hold	16,214	–	–	0.03%	226
2021 Q4	$908K	Sell	16,214 -100,000	-86%	-$5.42M	0.03%	232
2021 Q3	$5.58M	Buy	116,214 +24	+0%	+$1.16K	0.08%	151
2021 Q2	$4.87M	Hold	116,190	–	–	0.1%	179
2021 Q1	$3.92M	Hold	116,190	–	–	0.09%	190
2020 Q4	$4.06M	Sell	116,190 -712	-0.6%	-$24.6K	0.1%	173
2020 Q3	$4.06M	Sell	116,902 -2,438	-2%	-$81.3K	0.12%	141
2020 Q2	$3.91M	Buy	119,340 +752	+0.6%	+$24K	0.12%	140
2020 Q1	$3.57M	Buy	118,588 +228	+0.2%	+$6.79K	0.13%	129
2019 Q4	$3.43M	Buy	118,360 +344	+0.3%	+$9.53K	0.09%	157
2019 Q3	$3.05M	Buy	118,016 +904	+0.8%	+$22.9K	0.09%	161
2019 Q2	$2.99M	Buy	117,112 +204	+0.2%	+$5.04K	0.08%	162
2019 Q1	$3.06M	Buy	116,908 +254	+0.2%	+$6.24K	0.08%	167
2018 Q4	$2.69M	Buy	116,654 +4,654	+4%	+$103K	0.08%	162
2018 Q3	$2.64M	Buy	+112,000	New	+$2.73M	0.07%	176
2016 Q2	–	Sell	-10,000	Closed	-$271K	–	265
2016 Q1	$271K	Hold	10,000	–	–	0.02%	229
2015 Q4	$290K	Hold	10,000	–	–	0.02%	207
2015 Q3	$271K	Hold	10,000	–	–	0.02%	205
2015 Q2	$274K	Hold	10,000	–	–	0.02%	209
2015 Q1	$267K	Hold	10,000	–	–	0.02%	212
2014 Q4	$212K	Hold	10,000	–	–	0.01%	245
2014 Q3	$238K	Hold	10,000	–	–	0.02%	237
2014 Q2	$231K	Hold	10,000	–	–	0.02%	253
2014 Q1	$228K	Buy	+10,000	New	+$213K	0.02%	230

Other funds holding NVO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Moody National Bank Trust Division's NVO Position: Q2 2026 in Review

Moody National Bank Trust Division opened a new position in Novo Nordisk (NVO) in Q2 2026: 11,352 shares worth $544K. The stake represents 0.05% of the portfolio and ranks #333 among its holdings. This is a return to the name: Moody National Bank Trust Division previously reported a position in NVO as recently as Q1 2025.

Moody National Bank Trust Division first reported a position in NVO in Q1 2014 and has held it in 29 quarters since. The position peaked at $5.58M in Q3 2021. 604 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Moody National Bank Trust Division held 11,352 shares of Novo Nordisk worth $544K as of Q2 2026.
Novo Nordisk was a new Moody National Bank Trust Division position in Q2 2026.
Novo Nordisk made up 0.05% of Moody National Bank Trust Division's portfolio in Q2 2026, its #333 holding.
Moody National Bank Trust Division first reported a position in Novo Nordisk in Q1 2014 and has held it in 29 quarters since.
Moody National Bank Trust Division's Novo Nordisk position peaked at $5.58M in Q3 2021.
604 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.