Bailard
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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
Q3 		$283K Buy
7,461
+63
+0.9% +$2.9K 0.01% 641
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% +$4.26K 0.02% 366
2022
Q4 		$481K Sell
7,102
-834
-11% -$48.9K 0.02% 409
2022
Q3 		$395K Buy
7,936
+322
+4% +$17.2K 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

Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return

Bailard's NVO Position: Q3 2026 in Review

Bailard increased its Novo Nordisk (NVO) stake by 0.85% in Q3 2026, buying an estimated $2.9K and bringing the position to 7,461 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #641.

Bailard first reported a position in NVO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q2 2024. 252 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Bailard held 7,461 shares of Novo Nordisk worth $283K as of Q3 2026.
  • Bailard bought 63 Novo Nordisk shares in Q3 2026, an estimated $2.9K.
  • Novo Nordisk made up 0.01% of Bailard's portfolio in Q3 2026, its #641 holding.
  • Bailard first reported a position in Novo Nordisk in Q4 2021 and has held it in 19 quarters since.
  • Bailard's Novo Nordisk position peaked at $1.64M in Q2 2024.
  • 252 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.