B
NVO

Bailard’s Novo Nordisk NVO Stock Holding History

Bailard’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 		$355K Buy
7,398
+453
+7% +$19.5K 0.01% 581
2026
Q1 		$255K Buy
+6,945
New +$329K 0.01% 655
2025
Q4 		– Sell
-14,737
Closed -$818K – 844
2025
Q3 		$818K Buy
14,737
+828
+6% +$48.5K 0.02% 367
2025
Q2 		$960K Buy
13,909
+941
+7% +$64K 0.02% 333
2025
Q1 		$900K Buy
12,968
+4,282
+49% +$354K 0.02% 327
2024
Q4 		$747K Sell
8,686
-3,662
-30% -$396K 0.02% 356
2024
Q3 		$1.47M Buy
12,348
+845
+7% +$113K 0.04% 258
2024
Q2 		$1.64M Sell
11,503
-892
-7% -$118K 0.05% 246
2024
Q1 		$1.59M Buy
12,395
+4,567
+58% +$544K 0.04% 249
2023
Q4 		$810K Sell
7,828
-363
-4% -$35.9K 0.02% 324
2023
Q3 		$745K Buy
8,191
+187
+2% +$16.5K 0.02% 321
2023
Q2 		$648K Buy
8,004
+842
+12% +$68.8K 0.02% 335
2023
Q1 		$570K Buy
7,162
+60
+0.8% +$4.25K 0.02% 366
2022
Q4 		$481K Sell
7,102
-834
-11% -$48.9K 0.02% 409
2022
Q3 		$395K Buy
7,936
+322
+4% +$17.3K 0.02% 409
2022
Q2 		$424K Sell
7,614
-824
-10% -$45.7K 0.02% 405
2022
Q1 		$469K Buy
8,438
+1,496
+22% +$76.8K 0.02% 418
2021
Q4 		$389K Buy
+6,942
New +$376K 0.01% 455

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

Bailard's NVO Position: Q2 2026 in Review

Bailard increased its Novo Nordisk (NVO) stake by 6.5% in Q2 2026, buying an estimated $19.5K and bringing the position to 7,398 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #581.

Bailard first reported a position in NVO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.64M in Q2 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Bailard held 7,398 shares of Novo Nordisk worth $355K as of Q2 2026.
  • Bailard bought 453 Novo Nordisk shares in Q2 2026, an estimated $19.5K.
  • Novo Nordisk made up 0.01% of Bailard's portfolio in Q2 2026, its #581 holding.
  • Bailard first reported a position in Novo Nordisk in Q4 2021 and has held it in 18 quarters since.
  • Bailard's Novo Nordisk position peaked at $1.64M in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.