Welch & Forbes’s Novo Nordisk NVO Stock Holding History

Welch & Forbes’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	$1.01M	Sell	21,137 -160	-0.8%	-$6.87K	0.01%	229
2026 Q1	$783K	Sell	21,297 -215	-1%	-$10.2K	0.01%	239
2025 Q4	$1.09M	Sell	21,512 -34	-0.2%	-$1.74K	0.01%	221
2025 Q3	$1.2M	Sell	21,546 -1,500	-7%	-$87.8K	0.01%	215
2025 Q2	$1.59M	Buy	23,046 +1,500	+7%	+$102K	0.02%	194
2025 Q1	$1.5M	Buy	21,546 +370	+2%	+$30.6K	0.02%	200
2024 Q4	$1.82M	Sell	21,176 -250	-1%	-$27K	0.02%	190
2024 Q3	$2.55M	Buy	21,426 +30	+0.1%	+$4K	0.03%	171
2024 Q2	$3.01M	Sell	21,396 -89	-0.4%	-$11.8K	0.04%	153
2024 Q1	$2.76M	Sell	21,485 -113	-0.5%	-$13.5K	0.04%	160
2023 Q4	$2.23M	Sell	21,598 -100	-0.5%	-$9.89K	0.03%	179
2023 Q3	$1.97M	Buy	21,698 +258	+1%	+$22.7K	0.03%	182
2023 Q2	$1.73M	Buy	21,440 +3,320	+18%	+$271K	0.03%	189
2023 Q1	$1.44M	Buy	18,120 +30	+0.2%	+$2.13K	0.02%	193
2022 Q4	$1.22M	Sell	18,090 -1,000	-5%	-$58.6K	0.02%	206
2022 Q3	$951K	Buy	19,090 +1,000	+6%	+$53.6K	0.02%	229
2022 Q2	$1.01M	Hold	18,090	–	–	0.02%	227
2022 Q1	$1M	Sell	18,090 -18	-0.1%	-$924	0.02%	231
2021 Q4	$1.01M	Sell	18,108 -342	-2%	-$18.5K	0.02%	232
2021 Q3	$885K	Buy	18,450 +2,000	+12%	+$96.7K	0.01%	233
2021 Q2	$689K	Hold	16,450	–	–	0.01%	261
2021 Q1	$555K	Hold	16,450	–	–	0.01%	267
2020 Q4	$574K	Hold	16,450	–	–	0.01%	258
2020 Q3	$571K	Sell	16,450 -800	-5%	-$26.7K	0.01%	242
2020 Q2	$564K	Sell	17,250 -1,080	-6%	-$34.5K	0.01%	235
2020 Q1	$552K	Hold	18,330	–	–	0.02%	228
2019 Q4	$530K	Sell	18,330 -80	-0.4%	-$2.21K	0.01%	253
2019 Q3	$476K	Hold	18,410	–	–	0.01%	261
2019 Q2	$470K	Buy	18,410 +160	+0.9%	+$3.95K	0.01%	261
2019 Q1	$477K	Hold	18,250	–	–	0.01%	260
2018 Q4	$420K	Sell	18,250 -300	-2%	-$6.67K	0.01%	260
2018 Q3	$437K	Sell	18,550 -80	-0.4%	-$1.95K	0.01%	271
2018 Q2	$430K	Sell	18,630 -320	-2%	-$7.61K	0.01%	264
2018 Q1	$467K	Buy	+18,950	New	+$498K	0.01%	260
2016 Q2	–	Sell	-8,000	Closed	-$217K	–	347
2016 Q1	$217K	Sell	8,000 -6,534	-45%	-$175K	0.01%	322
2015 Q4	$422K	Sell	14,534 -666	-4%	-$18.4K	0.01%	251
2015 Q3	$412K	Hold	15,200	–	–	0.01%	260
2015 Q2	$416K	Sell	15,200 -1,000	-6%	-$28.1K	0.01%	268
2015 Q1	$432K	Sell	16,200 -1,200	-7%	-$27.6K	0.01%	263
2014 Q4	$368K	Sell	17,400 -600	-3%	-$13.4K	0.01%	282
2014 Q3	$429K	Sell	18,000 -600	-3%	-$13.8K	0.01%	275
2014 Q2	$430K	Sell	18,600 -1,280	-6%	-$28.3K	0.01%	257
2014 Q1	$454K	Sell	19,880 -1,400	-7%	-$29.8K	0.01%	264
2013 Q4	$393K	Sell	21,280 -2,000	-9%	-$34.9K	0.01%	261
2013 Q3	$394K	Sell	23,280 -2,650	-10%	-$44.6K	0.01%	274
2013 Q2	$402K	Buy	+25,930	New	+$432K	0.01%	250

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

Welch & Forbes's NVO Position: Q2 2026 in Review

Welch & Forbes reduced its Novo Nordisk (NVO) stake by 0.75% in Q2 2026, selling an estimated $6.87K and leaving 21,137 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #229.

Welch & Forbes first reported a position in NVO in Q2 2013 and has held it in 46 quarters since. The position peaked at $3.01M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Welch & Forbes held 21,137 shares of Novo Nordisk worth $1.01M as of Q2 2026.
Welch & Forbes sold 160 Novo Nordisk shares in Q2 2026, an estimated $6.87K.
Novo Nordisk made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #229 holding.
Welch & Forbes first reported a position in Novo Nordisk in Q2 2013 and has held it in 46 quarters since.
Welch & Forbes's Novo Nordisk position peaked at $3.01M in Q2 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.