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 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 $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Trivant Custom Portfolio Group's NVO Position: Q1 2026 in Review

Trivant Custom Portfolio Group reduced its Novo Nordisk (NVO) stake by 4.7% in Q1 2026, selling an estimated $54.9K and leaving 23,445 shares worth $862K. The position accounts for 0.47% of the portfolio, ranked #58.

Trivant Custom Portfolio Group first reported a position in NVO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.51M in Q2 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Trivant Custom Portfolio Group held 23,445 shares of Novo Nordisk worth $862K as of Q1 2026.
Trivant Custom Portfolio Group sold 1,159 Novo Nordisk shares in Q1 2026, an estimated $54.9K.
Novo Nordisk made up 0.47% of Trivant Custom Portfolio Group's portfolio in Q1 2026, its #58 holding.
Trivant Custom Portfolio Group first reported a position in Novo Nordisk in Q4 2023 and has held it in 10 quarters since.
Trivant Custom Portfolio Group's Novo Nordisk position peaked at $1.51M in Q2 2025.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2026, filed 14 May 2026.