AA
NVO

Addison Advisors’s Novo Nordisk NVO Stock Holding History

Addison 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 		$12.5K Sell
261
-1,668
-86% -$71.7K 0.01% 389
2026
Q1 		$70.9K Buy
1,929
+385
+25% +$18.2K 0.02% 369
2025
Q4 		$78.6K Sell
1,544
-24
-2% -$1.23K 0.02% 348
2025
Q3 		$87K Sell
1,568
-555
-26% -$32.5K 0.02% 338
2025
Q2 		$147K Sell
2,123
-543
-20% -$36.9K 0.04% 257
2025
Q1 		$185K Buy
2,666
+383
+17% +$31.6K 0.05% 219
2024
Q4 		$196K Sell
2,283
-424
-16% -$45.9K 0.05% 208
2024
Q3 		$322K Sell
2,707
-43
-2% -$5.74K 0.09% 154
2024
Q2 		$393K Buy
2,750
+332
+14% +$44K 0.13% 122
2024
Q1 		$310K Buy
2,418
+87
+4% +$10.4K 0.11% 139
2023
Q4 		$241K Buy
2,331
+255
+12% +$25.2K 0.09% 151
2023
Q3 		$189K Sell
2,076
-650
-24% -$57.3K 0.09% 163
2023
Q2 		$221K Buy
2,726
+56
+2% +$4.58K 0.11% 141
2023
Q1 		$212K Sell
2,670
-44
-2% -$3.12K 0.12% 135
2022
Q4 		$184K Sell
2,714
-814
-23% -$47.7K 0.11% 136
2022
Q3 		$176K Buy
3,528
+36
+1% +$1.93K 0.11% 129
2022
Q2 		$195K Sell
3,492
-388
-10% -$21.5K 0.12% 127
2022
Q1 		$215K Buy
3,880
+1,316
+51% +$67.5K 0.12% 126
2021
Q4 		$144K Buy
2,564
+2,544
+12,720% +$138K 0.09% 150
2021
Q3 		$1K Buy
+20
New +$967 ﹤0.01% 420

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Addison Advisors's NVO Position: Q2 2026 in Review

Addison Advisors reduced its Novo Nordisk (NVO) stake by 86% in Q2 2026, selling an estimated $71.7K and leaving 261 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #389.

Addison Advisors first reported a position in NVO in Q3 2021 and has held it in 20 quarters since. The position peaked at $393K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Addison Advisors held 261 shares of Novo Nordisk worth $12.5K as of Q2 2026.
  • Addison Advisors sold 1,668 Novo Nordisk shares in Q2 2026, an estimated $71.7K.
  • Novo Nordisk made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #389 holding.
  • Addison Advisors first reported a position in Novo Nordisk in Q3 2021 and has held it in 20 quarters since.
  • Addison Advisors's Novo Nordisk position peaked at $393K in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.