APIM
NVO

Agate Pass Investment Management’s Novo Nordisk NVO Stock Holding History

Agate Pass Investment Management’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 		– Sell
-7,984
Closed -$293K – 112
2026
Q1 		$293K Sell
7,984
-260
-3% -$12.3K 0.11% 92
2025
Q4 		$419K Sell
8,244
-575
-7% -$29.4K 0.16% 93
2025
Q3 		$489K Buy
8,819
+550
+7% +$32.2K 0.19% 85
2025
Q2 		$571K Buy
8,269
+650
+9% +$44.2K 0.23% 80
2025
Q1 		$529K Sell
7,619
-400
-5% -$33K 0.23% 84
2024
Q4 		$690K Sell
8,019
-4,731
-37% -$512K 0.31% 78
2024
Q3 		$1.52M Sell
12,750
-475
-4% -$63.3K 0.76% 41
2024
Q2 		$1.89M Sell
13,225
-597
-4% -$79.1K 1% 33
2024
Q1 		$1.77M Sell
13,822
-549
-4% -$65.4K 0.95% 34
2023
Q4 		$1.49M Buy
14,371
+425
+3% +$42K 0.86% 37
2023
Q3 		$1.27M Sell
13,946
-710
-5% -$62.5K 0.86% 37
2023
Q2 		$1.19M Sell
14,656
-470
-3% -$38.4K 0.72% 41
2023
Q1 		$1.2M Sell
15,126
-250
-2% -$17.7K 0.79% 41
2022
Q4 		$1.04M Buy
15,376
+40
+0.3% +$2.35K 0.74% 42
2022
Q3 		$764K Sell
15,336
-360
-2% -$19.3K 0.58% 47
2022
Q2 		$875K Buy
15,696
+60
+0.4% +$3.33K 0.62% 47
2022
Q1 		$868K Buy
15,636
+900
+6% +$46.2K 0.54% 52
2021
Q4 		$825K Buy
+14,736
New +$798K 0.51% 54

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

Agate Pass Investment Management's NVO Position: Q2 2026 in Review

Agate Pass Investment Management sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 7,984 shares — an estimated $293K sold.

Agate Pass Investment Management first reported a position in NVO in Q4 2021 and held it in 18 quarters. The position peaked at $1.89M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Agate Pass Investment Management reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Agate Pass Investment Management sold 7,984 Novo Nordisk shares in Q2 2026, an estimated $293K.
  • Agate Pass Investment Management first reported a position in Novo Nordisk in Q4 2021 and held it in 18 quarters.
  • Agate Pass Investment Management's Novo Nordisk position peaked at $1.89M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.