Washington Trust Advisors’s Novo Nordisk NVO Stock Holding History

Washington Trust 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 Q2	$51.7K	Sell	1,079 -1	-0.1%	-$43	﹤0.01%	369
2026 Q1	$39.7K	Sell	1,080 -1	-0.1%	-$47	﹤0.01%	381
2025 Q4	$55K	Buy	1,081 +83	+8%	+$4.24K	﹤0.01%	348
2025 Q3	$55.4K	Buy	998 +220	+28%	+$12.9K	﹤0.01%	347
2025 Q2	$53.7K	Hold	778	–	–	﹤0.01%	317
2025 Q1	$54K	Buy	778 +260	+50%	+$21.5K	﹤0.01%	316
2024 Q4	$44.6K	Sell	518 -6	-1%	-$649	﹤0.01%	338
2024 Q3	$62.4K	Hold	524	–	–	0.01%	300
2024 Q2	$74.8K	Hold	524	–	–	0.01%	274
2024 Q1	$67.3K	Hold	524	–	–	0.01%	280
2023 Q4	$54.2K	Hold	524	–	–	0.01%	298
2023 Q3	$47.7K	Hold	524	–	–	﹤0.01%	308
2023 Q2	$42.4K	Buy	524 +2	+0.4%	+$163	﹤0.01%	311
2023 Q1	$41.5K	Sell	522 -14	-3%	-$993	﹤0.01%	332
2022 Q4	$36.3K	Sell	536 -1,856	-78%	-$109K	﹤0.01%	345
2022 Q3	$119K	Buy	2,392 +820	+52%	+$43.9K	0.01%	251
2022 Q2	$88K	Buy	1,572 +86	+6%	+$4.77K	0.01%	313
2022 Q1	$83K	Sell	1,486 -70	-4%	-$3.59K	0.01%	363
2021 Q4	$88K	Buy	+1,556	New	+$84.3K	0.01%	382

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

Washington Trust Advisors's NVO Position: Q2 2026 in Review

Washington Trust Advisors reduced its Novo Nordisk (NVO) stake by 0.09% in Q2 2026, selling an estimated $43 and leaving 1,079 shares worth $51.7K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Washington Trust Advisors first reported a position in NVO in Q4 2021 and has held it in 19 quarters since. The position peaked at $119K in Q3 2022. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Washington Trust Advisors held 1,079 shares of Novo Nordisk worth $51.7K as of Q2 2026.
Washington Trust Advisors sold 1 Novo Nordisk share in Q2 2026, an estimated $43.
Novo Nordisk made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #369 holding.
Washington Trust Advisors first reported a position in Novo Nordisk in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Novo Nordisk position peaked at $119K in Q3 2022.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.