PP
NVO

Patten & Patten’s Novo Nordisk NVO Stock Holding History

Patten & Patten’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 		$876K Sell
18,270
-18,545
-50% -$797K 0.05% 199
2026
Q1 		$1.35M Sell
36,815
-738
-2% -$35K 0.08% 158
2025
Q4 		$1.91M Buy
37,553
+4,721
+14% +$241K 0.11% 136
2025
Q3 		$1.82M Buy
32,832
+2,666
+9% +$156K 0.11% 137
2025
Q2 		$2.08M Sell
30,166
-481
-2% -$32.7K 0.13% 115
2025
Q1 		$2.13M Buy
30,647
+8,792
+40% +$726K 0.14% 108
2024
Q4 		$1.88M Buy
21,855
+18,090
+480% +$1.96M 0.12% 119
2024
Q3 		$448K Buy
3,765
+1,720
+84% +$229K 0.03% 226
2024
Q2 		$292K Buy
2,045
+35
+2% +$4.64K 0.02% 261
2024
Q1 		$258K Buy
+2,010
New +$239K 0.02% 273
2017
Q2 		– Sell
-31,990
Closed -$548K – 253
2017
Q1 		$548K Sell
31,990
-18,350
-36% -$320K 0.06% 162
2016
Q4 		$903K Sell
50,340
-127,770
-72% -$2.32M 0.11% 121
2016
Q3 		$3.7M Sell
178,110
-59,050
-25% -$1.46M 0.48% 63
2016
Q2 		$6.38M Buy
237,160
+5,350
+2% +$147K 0.88% 39
2016
Q1 		$6.28M Buy
231,810
+3,650
+2% +$97.8K 0.9% 37
2015
Q4 		$6.63M Buy
228,160
+14,410
+7% +$399K 0.92% 36
2015
Q3 		$5.8M Buy
213,750
+111,830
+110% +$3.17M 0.88% 44
2015
Q2 		$2.79M Buy
101,920
+18,880
+23% +$531K 0.41% 73
2015
Q1 		$2.22M Buy
83,040
+31,090
+60% +$716K 0.32% 80
2014
Q4 		$1.1M Buy
51,950
+25,470
+96% +$569K 0.17% 106
2014
Q3 		$630K Buy
26,480
+1,000
+4% +$23K 0.1% 135
2014
Q2 		$588K Sell
25,480
-250
-1% -$5.52K 0.1% 136
2014
Q1 		$587K Buy
+25,730
New +$548K 0.08% 173

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Patten & Patten's NVO Position: Q2 2026 in Review

Patten & Patten reduced its Novo Nordisk (NVO) stake by 50% in Q2 2026, selling an estimated $797K and leaving 18,270 shares worth $876K. The position accounts for 0.05% of the portfolio, ranked #199.

Patten & Patten first reported a position in NVO in Q1 2014 and has held it in 23 quarters since. The position peaked at $6.63M in Q4 2015. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Patten & Patten held 18,270 shares of Novo Nordisk worth $876K as of Q2 2026.
  • Patten & Patten sold 18,545 Novo Nordisk shares in Q2 2026, an estimated $797K.
  • Novo Nordisk made up 0.05% of Patten & Patten's portfolio in Q2 2026, its #199 holding.
  • Patten & Patten first reported a position in Novo Nordisk in Q1 2014 and has held it in 23 quarters since.
  • Patten & Patten's Novo Nordisk position peaked at $6.63M in Q4 2015.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.