TF
NVO

Tompkins Financial’s Novo Nordisk NVO Stock Holding History

Tompkins Financial’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 		– Sell
-25
Closed -$1.27K – 646
2025
Q4 		$1.27K Buy
+25
New +$1.28K ﹤0.01% 577
2020
Q2 		– Sell
-600
Closed -$18K – 404
2020
Q1 		$18K Hold
600
– – ﹤0.01% 285
2019
Q4 		$17K Buy
+600
New +$16.6K ﹤0.01% 321

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 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
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Tompkins Financial's NVO Position: Q1 2026 in Review

Tompkins Financial sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 25 shares — an estimated $1.27K sold.

Tompkins Financial first reported a position in NVO in Q4 2019 and held it in 3 quarters. The position peaked at $18K in Q1 2020. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Tompkins Financial reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Tompkins Financial sold 25 Novo Nordisk shares in Q1 2026, an estimated $1.27K.
  • Tompkins Financial first reported a position in Novo Nordisk in Q4 2019 and held it in 3 quarters.
  • Tompkins Financial's Novo Nordisk position peaked at $18K in Q1 2020.
  • 1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Tompkins Financial's 13F filing for Q1 2026, filed 9 Apr 2026.