Aspiriant LLC’s Novo Nordisk NVO Stock Holding History

Aspiriant LLC’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	$261K	Buy	+5,441	New	+$234K	0.01%	339
2026 Q1	–	Sell	-4,941	Closed	-$251K	–	350
2025 Q4	$251K	Buy	4,941 +6	+0.1%	+$307	0.01%	295
2025 Q3	$274K	Buy	4,935 +49	+1%	+$2.87K	0.01%	265
2025 Q2	$337K	Sell	4,886 -373	-7%	-$25.4K	0.01%	237
2025 Q1	$365K	Buy	5,259 +34	+0.7%	+$2.81K	0.01%	219
2024 Q4	$449K	Sell	5,225 -157	-3%	-$17K	0.02%	197
2024 Q3	$641K	Sell	5,382 -613	-10%	-$81.8K	0.02%	174
2024 Q2	$856K	Buy	5,995 +1,189	+25%	+$158K	0.03%	151
2024 Q1	$617K	Sell	4,806 -384	-7%	-$45.7K	0.03%	174
2023 Q4	$537K	Sell	5,190 -34	-0.7%	-$3.36K	0.02%	184
2023 Q3	$475K	Hold	5,224	–	–	0.02%	184
2023 Q2	$423K	Hold	5,224	–	–	0.02%	191
2023 Q1	$416K	Buy	5,224 +2,200	+73%	+$156K	0.02%	193
2022 Q4	$205K	Buy	+3,024	New	+$177K	0.01%	261
2017 Q2	–	Sell	-16,290	Closed	-$280K	–	223
2017 Q1	$280K	Buy	+16,290	New	+$284K	0.02%	176

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

Aspiriant LLC's NVO Position: Q2 2026 in Review

Aspiriant LLC opened a new position in Novo Nordisk (NVO) in Q2 2026: 5,441 shares worth $261K. The stake represents 0.01% of the portfolio and ranks #339 among its holdings. This is a return to the name: Aspiriant LLC previously reported a position in NVO as recently as Q4 2025.

Aspiriant LLC first reported a position in NVO in Q1 2017 and has held it in 15 quarters since. The position peaked at $856K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Aspiriant LLC held 5,441 shares of Novo Nordisk worth $261K as of Q2 2026.
Novo Nordisk was a new Aspiriant LLC position in Q2 2026.
Novo Nordisk made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #339 holding.
Aspiriant LLC first reported a position in Novo Nordisk in Q1 2017 and has held it in 15 quarters since.
Aspiriant LLC's Novo Nordisk position peaked at $856K in Q2 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.