Trivant Custom Portfolio Group’s Novo Nordisk NVO Stock Holding History

Trivant Custom Portfolio Group’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	–	Sell	-23,445	Closed	-$862K	–	84
2026 Q1	$862K	Sell	23,445 -1,159	-5%	-$54.9K	0.47%	58
2025 Q4	$1.25M	Buy	24,604 +608	+3%	+$31.1K	0.72%	41
2025 Q3	$1.33M	Buy	23,996 +2,160	+10%	+$126K	0.68%	44
2025 Q2	$1.51M	Buy	21,836 +21,809	+80,774%	+$1.48M	0.83%	36
2025 Q1	$1.88K	Hold	27	–	–	﹤0.01%	180
2024 Q4	$2.32K	Hold	27	–	–	﹤0.01%	178
2024 Q3	$3.21K	Hold	27	–	–	﹤0.01%	157
2024 Q2	$3.85K	Hold	27	–	–	﹤0.01%	167
2024 Q1	$3.47K	Hold	27	–	–	﹤0.01%	172
2023 Q4	$2.79K	Buy	+27	New	+$2.67K	﹤0.01%	191

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

Trivant Custom Portfolio Group's NVO Position: Q2 2026 in Review

Trivant Custom Portfolio Group sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 23,445 shares — an estimated $862K sold.

Trivant Custom Portfolio Group first reported a position in NVO in Q4 2023 and held it in 10 quarters. The position peaked at $1.51M in Q2 2025. 1,354 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Trivant Custom Portfolio Group reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
Trivant Custom Portfolio Group sold 23,445 Novo Nordisk shares in Q2 2026, an estimated $862K.
Trivant Custom Portfolio Group first reported a position in Novo Nordisk in Q4 2023 and held it in 10 quarters.
Trivant Custom Portfolio Group's Novo Nordisk position peaked at $1.51M in Q2 2025.
1,354 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.