Beacon Investment Advisory Services’s Novo Nordisk NVO Stock Holding History
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
GA
PFS
AIP
ONB
VFM
QCM
ERP
AA
EB