WT
NVO

Washington Trust’s Novo Nordisk NVO Stock Holding History

Washington Trust’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
2025
Q2 		– Sell
-545
Closed -$37.8K – 558
2025
Q1 		$37.8K Buy
545
+42
+8% +$3.47K ﹤0.01% 445
2024
Q4 		$43.3K Sell
503
-402
-44% -$43.5K ﹤0.01% 462
2024
Q3 		$108K Sell
905
-250
-22% -$33.3K ﹤0.01% 343
2024
Q2 		$165K Sell
1,155
-350
-23% -$46.4K 0.01% 294
2024
Q1 		$193K Sell
1,505
-35
-2% -$4.17K 0.01% 283
2023
Q4 		$159K Buy
1,540
+207
+16% +$20.5K 0.01% 286
2023
Q3 		$121K Buy
1,333
+39
+3% +$3.44K 0.01% 284
2023
Q2 		$105K Buy
1,294
+494
+62% +$40.4K ﹤0.01% 316
2023
Q1 		$63.7K Buy
800
+200
+33% +$14.2K ﹤0.01% 380
2022
Q4 		$40.6K Buy
600
+100
+20% +$5.86K ﹤0.01% 434
2022
Q3 		$25K Hold
500
– – ﹤0.01% 514
2022
Q2 		$28K Hold
500
– – ﹤0.01% 497
2022
Q1 		$28K Hold
500
– – ﹤0.01% 521
2021
Q4 		$28K Hold
500
– – ﹤0.01% 519
2021
Q3 		$24K Hold
500
– – ﹤0.01% 652
2021
Q2 		$21K Sell
500
-8
-2% -$310 ﹤0.01% 686
2021
Q1 		$17K Hold
508
– – ﹤0.01% 696
2020
Q4 		$17K Hold
508
– – ﹤0.01% 684
2020
Q3 		$17K Sell
508
-38
-7% -$1.27K ﹤0.01% 643
2020
Q2 		$18K Sell
546
-330
-38% -$10.5K ﹤0.01% 573
2020
Q1 		$27K Buy
+876
New +$26.1K ﹤0.01% 492

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Washington Trust's NVO Position: Q2 2025 in Review

Washington Trust sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 545 shares — an estimated $37.8K sold.

Washington Trust first reported a position in NVO in Q1 2020 and held it in 21 quarters. The position peaked at $193K in Q1 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Washington Trust reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 545 Novo Nordisk shares in Q2 2025, an estimated $37.8K.
  • Washington Trust first reported a position in Novo Nordisk in Q1 2020 and held it in 21 quarters.
  • Washington Trust's Novo Nordisk position peaked at $193K in Q1 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.