Barrett & Company’s Novo Nordisk NVO Stock Holding History

Barrett & Company’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	$63.4K	Buy	1,323 +134	+11%	+$5.76K	0.02%	294
2026 Q1	$43.7K	Hold	1,189	–	–	0.02%	305
2025 Q4	$60.5K	Buy	1,189 +20	+2%	+$1.02K	0.02%	272
2025 Q3	$64.9K	Buy	1,169 +8	+0.7%	+$468	0.02%	266
2025 Q2	$80.2K	Buy	1,161 +13	+1%	+$884	0.03%	239
2025 Q1	$79.7K	Sell	1,148 -86	-7%	-$7.1K	0.03%	217
2024 Q4	$106K	Hold	1,234	–	–	0.04%	189
2024 Q3	$147K	Buy	1,234 +3	+0.2%	+$400	0.06%	160
2024 Q2	$176K	Buy	1,231 +6	+0.5%	+$795	0.08%	142
2024 Q1	$157K	Buy	1,225 +125	+11%	+$14.9K	0.07%	151
2023 Q4	$114K	Buy	1,100 +100	+10%	+$9.89K	0.06%	170
2023 Q3	$90.9K	Hold	1,000	–	–	0.05%	185
2023 Q2	$80.9K	Hold	1,000	–	–	0.05%	209
2023 Q1	$79.6K	Hold	1,000	–	–	0.05%	202
2022 Q4	$67.7K	Hold	1,000	–	–	0.04%	209
2022 Q3	$67.7K	Buy	+1,000	New	+$53.6K	0.04%	209

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

Barrett & Company's NVO Position: Q2 2026 in Review

Barrett & Company increased its Novo Nordisk (NVO) stake by 11% in Q2 2026, buying an estimated $5.76K and bringing the position to 1,323 shares worth $63.4K. The position accounts for 0.02% of the portfolio, ranked #294.

Barrett & Company first reported a position in NVO in Q3 2022 and has held it in 16 quarters since. The position peaked at $176K in Q2 2024. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Barrett & Company held 1,323 shares of Novo Nordisk worth $63.4K as of Q2 2026.
Barrett & Company bought 134 Novo Nordisk shares in Q2 2026, an estimated $5.76K.
Novo Nordisk made up 0.02% of Barrett & Company's portfolio in Q2 2026, its #294 holding.
Barrett & Company first reported a position in Novo Nordisk in Q3 2022 and has held it in 16 quarters since.
Barrett & Company's Novo Nordisk position peaked at $176K in Q2 2024.
1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.