Union Savings Bank’s Novo Nordisk NVO Stock Holding History

Union Savings Bank’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	$76.4K	Buy	1,595 +343	+27%	+$14.7K	0.03%	197
2026 Q1	$46K	Sell	1,252 -4,885	-80%	-$231K	0.02%	207
2025 Q4	$312K	Buy	+6,137	New	+$314K	0.14%	102
2025 Q2	$350K	Sell	7,446 -169	-2%	-$11.5K	0.16%	100
2025 Q1	$529K	Buy	7,615 +956	+14%	+$79K	0.26%	70
2024 Q4	$573K	Sell	6,659 -405	-6%	-$43.8K	0.28%	65
2024 Q3	$841K	Sell	7,064 -245	-3%	-$32.7K	0.41%	56
2024 Q2	$1.04M	Sell	7,309 -43	-0.6%	-$5.7K	0.55%	40
2024 Q1	$944K	Buy	7,352 +372	+5%	+$44.3K	0.49%	47
2023 Q4	$722K	Sell	6,980 -1,572	-18%	-$155K	0.41%	59
2023 Q3	$778K	Buy	8,552 +428	+5%	+$37.7K	0.48%	54
2023 Q2	$654K	Buy	+8,124	New	+$664K	0.39%	60

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

Union Savings Bank's NVO Position: Q2 2026 in Review

Union Savings Bank increased its Novo Nordisk (NVO) stake by 27% in Q2 2026, buying an estimated $14.7K and bringing the position to 1,595 shares worth $76.4K. The position accounts for 0.03% of the portfolio, ranked #197.

Union Savings Bank first reported a position in NVO in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.04M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Union Savings Bank held 1,595 shares of Novo Nordisk worth $76.4K as of Q2 2026.
Union Savings Bank bought 343 Novo Nordisk shares in Q2 2026, an estimated $14.7K.
Novo Nordisk made up 0.03% of Union Savings Bank's portfolio in Q2 2026, its #197 holding.
Union Savings Bank first reported a position in Novo Nordisk in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Novo Nordisk position peaked at $1.04M in Q2 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.