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
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 $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Summit Trail Advisors's NVO Position: Q1 2026 in Review

Summit Trail Advisors increased its Novo Nordisk (NVO) stake by 247% in Q1 2026, buying an estimated $751K and bringing the position to 22,251 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #1005.

Summit Trail Advisors first reported a position in NVO in Q4 2017 and has held it in 12 quarters since. The position peaked at $849K in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Summit Trail Advisors held 22,251 shares of Novo Nordisk worth $818K as of Q1 2026.
  • Summit Trail Advisors bought 15,846 Novo Nordisk shares in Q1 2026, an estimated $751K.
  • Novo Nordisk made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1005 holding.
  • Summit Trail Advisors first reported a position in Novo Nordisk in Q4 2017 and has held it in 12 quarters since.
  • Summit Trail Advisors's Novo Nordisk position peaked at $849K in Q2 2024.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.