STA
NVO

Summit Trail Advisors’s Novo Nordisk NVO Stock Holding History

Summit Trail Advisors’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 		$1.59M Buy
33,186
+10,935
+49% +$470K 0.02% 757
2026
Q1 		$818K Buy
22,251
+15,846
+247% +$751K 0.01% 1005
2025
Q4 		$326K Sell
6,405
-3,054
-32% -$156K 0.01% 1192
2025
Q3 		$525K Sell
9,459
-436
-4% -$25.5K 0.01% 1068
2025
Q2 		$683K Buy
+9,895
New +$673K 0.01% 610
2024
Q4 		– Sell
-5,987
Closed -$713K – 641
2024
Q3 		$713K Buy
5,987
+40
+0.7% +$5.33K 0.02% 324
2024
Q2 		$849K Buy
5,947
+1,341
+29% +$178K 0.02% 264
2024
Q1 		$596K Sell
4,606
-26
-0.6% -$3.1K 0.02% 302
2023
Q4 		$479K Buy
4,632
+1,404
+43% +$139K 0.02% 291
2023
Q3 		$294K Sell
3,228
-740
-19% -$65.2K 0.01% 379
2023
Q2 		$321K Buy
3,968
+86
+2% +$7.03K 0.01% 361
2023
Q1 		$311K Buy
+3,882
New +$275K 0.01% 318
2018
Q1 		– Sell
-6,212
Closed -$179K – 1259
2017
Q4 		$179K Buy
+6,212
New +$158K 0.02% 460

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

Summit Trail Advisors's NVO Position: Q2 2026 in Review

Summit Trail Advisors increased its Novo Nordisk (NVO) stake by 49% in Q2 2026, buying an estimated $470K and bringing the position to 33,186 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #757.

Summit Trail Advisors first reported a position in NVO in Q4 2017 and has held it in 13 quarters since. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Summit Trail Advisors held 33,186 shares of Novo Nordisk worth $1.59M as of Q2 2026.
  • Summit Trail Advisors bought 10,935 Novo Nordisk shares in Q2 2026, an estimated $470K.
  • Novo Nordisk made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #757 holding.
  • Summit Trail Advisors first reported a position in Novo Nordisk in Q4 2017 and has held it in 13 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.