Sanibel Captiva Trust Company’s Novo Nordisk NVO Stock Holding History

Sanibel Captiva Trust Company’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	$1.3M	Buy	27,100 +4,506	+20%	+$194K	0.03%	233
2026 Q1	$830K	Buy	22,594 +4,689	+26%	+$222K	0.02%	254
2025 Q4	$911K	Sell	17,905 -14,421	-45%	-$737K	0.03%	236
2025 Q3	$1.79M	Sell	32,326 -464	-1%	-$27.2K	0.05%	185
2025 Q2	$2.26M	Buy	32,790 +15,764	+93%	+$1.07M	0.07%	166
2025 Q1	$1.18M	Buy	17,026 +1,458	+9%	+$120K	0.04%	212
2024 Q4	$1.34M	Buy	15,568 +6,575	+73%	+$711K	0.04%	198
2024 Q3	$1.07M	Buy	8,993 +547	+6%	+$73K	0.03%	215
2024 Q2	$1.21M	Buy	8,446 +625	+8%	+$82.8K	0.04%	196
2024 Q1	$1M	Sell	7,821 -1,015	-11%	-$121K	0.03%	203
2023 Q4	$914K	Buy	+8,836	New	+$874K	0.03%	193

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sanibel Captiva Trust Company's NVO Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Novo Nordisk (NVO) stake by 20% in Q2 2026, buying an estimated $194K and bringing the position to 27,100 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #233.

Sanibel Captiva Trust Company first reported a position in NVO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.26M in Q2 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Sanibel Captiva Trust Company held 27,100 shares of Novo Nordisk worth $1.3M as of Q2 2026.
Sanibel Captiva Trust Company bought 4,506 Novo Nordisk shares in Q2 2026, an estimated $194K.
Novo Nordisk made up 0.03% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #233 holding.
Sanibel Captiva Trust Company first reported a position in Novo Nordisk in Q4 2023 and has held it in 11 quarters since.
Sanibel Captiva Trust Company's Novo Nordisk position peaked at $2.26M in Q2 2025.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.