BIAS
NVO

Beacon Investment Advisory Services’s Novo Nordisk NVO Stock Holding History

Beacon Investment Advisory Services’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 		$6.99M Sell
145,810
-5,879
-4% -$253K 0.26% 83
2026
Q1 		$5.57M Sell
151,689
-9,072
-6% -$430K 0.23% 92
2025
Q4 		$8.18M Sell
160,761
-10,178
-6% -$520K 0.33% 68
2025
Q3 		$9.49M Sell
170,939
-22,224
-12% -$1.3M 0.4% 62
2025
Q2 		$13.3M Sell
193,163
-73,904
-28% -$5.03M 0.59% 51
2025
Q1 		$18.5M Sell
267,067
-35,166
-12% -$2.9M 0.87% 38
2024
Q4 		$26M Buy
302,233
+641
+0.2% +$69.3K 1.13% 31
2024
Q3 		$35.9M Sell
301,592
-5,016
-2% -$669K 1.49% 21
2024
Q2 		$43.8M Sell
306,608
-15,261
-5% -$2.02M 1.88% 12
2024
Q1 		$41.3M Sell
321,869
-11,151
-3% -$1.33M 1.78% 15
2023
Q4 		$34.5M Sell
333,020
-6,816
-2% -$674K 1.57% 18
2023
Q3 		$30.9M Sell
339,836
-15,234
-4% -$1.34M 1.52% 16
2023
Q2 		$28.7M Sell
355,070
-15,366
-4% -$1.26M 1.32% 21
2023
Q1 		$29.5M Sell
370,436
-33,732
-8% -$2.39M 1.43% 18
2022
Q4 		$27.4M Sell
404,168
-4,590
-1% -$269K 1.4% 21
2022
Q3 		$20.4M Sell
408,758
-1,640
-0.4% -$87.9K 1.12% 30
2022
Q2 		$22.9M Sell
410,398
-14,550
-3% -$807K 1.19% 26
2022
Q1 		$23.6M Sell
424,948
-8,326
-2% -$427K 1.01% 30
2021
Q4 		$24.3M Sell
433,274
-3,710
-0.8% -$201K 0.94% 32
2021
Q3 		$21M Sell
436,984
-42,070
-9% -$2.03M 0.87% 36
2021
Q2 		$20.1M Sell
479,054
-15,662
-3% -$607K 0.81% 37
2021
Q1 		$16.7M Sell
494,716
-7,300
-1% -$260K 0.73% 41
2020
Q4 		$17.5M Sell
502,016
-19,382
-4% -$670K 0.81% 40
2020
Q3 		$18.1M Sell
521,398
-1,586
-0.3% -$52.9K 0.94% 34
2020
Q2 		$17.1M Sell
522,984
-6,500
-1% -$207K 0.98% 31
2020
Q1 		$15.9M Sell
529,484
-141,566
-21% -$4.22M 1.12% 28
2019
Q4 		$19.4M Buy
671,050
+638,650
+1,971% +$17.7M 1.04% 30
2019
Q3 		$838K Buy
+32,400
New +$819K 0.08% 124

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

Beacon Investment Advisory Services's NVO Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Novo Nordisk (NVO) stake by 3.9% in Q2 2026, selling an estimated $253K and leaving 145,810 shares worth $6.99M. The position accounts for 0.26% of the portfolio, ranked #83.

Beacon Investment Advisory Services first reported a position in NVO in Q3 2019 and has held it in 28 quarters since. The position peaked at $43.8M in Q2 2024. 1,355 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Beacon Investment Advisory Services held 145,810 shares of Novo Nordisk worth $6.99M as of Q2 2026.
  • Beacon Investment Advisory Services sold 5,879 Novo Nordisk shares in Q2 2026, an estimated $253K.
  • Novo Nordisk made up 0.26% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #83 holding.
  • Beacon Investment Advisory Services first reported a position in Novo Nordisk in Q3 2019 and has held it in 28 quarters since.
  • Beacon Investment Advisory Services's Novo Nordisk position peaked at $43.8M in Q2 2024.
  • 1,355 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.