BIA
NVO

Bell Investment Advisors’s Novo Nordisk NVO Stock Holding History

Bell Investment Advisors’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 		$22.9K Buy
478
+214
+81% +$9.19K ﹤0.01% 437
2026
Q1 		$9.7K Sell
264
-89
-25% -$4.22K ﹤0.01% 689
2025
Q4 		$18K Buy
353
+7
+2% +$358 ﹤0.01% 481
2025
Q3 		$19.2K Sell
346
-99
-22% -$5.79K ﹤0.01% 420
2025
Q2 		$30.7K Buy
445
+71
+19% +$4.83K 0.01% 320
2025
Q1 		$26K Buy
374
+51
+16% +$4.21K ﹤0.01% 324
2024
Q4 		$27.8K Sell
323
-41
-11% -$4.43K 0.01% 311
2024
Q3 		$43.3K Sell
364
-17
-4% -$2.27K 0.01% 244
2024
Q2 		$54.4K Buy
381
+63
+20% +$8.35K 0.01% 208
2024
Q1 		$40.8K Buy
318
+23
+8% +$2.74K 0.01% 235
2023
Q4 		$30.5K Buy
295
+9
+3% +$890 0.01% 266
2023
Q3 		$26K Sell
286
-32
-10% -$2.82K 0.01% 264
2023
Q2 		$25.7K Buy
318
+34
+12% +$2.78K 0.01% 260
2023
Q1 		$22.6K Sell
284
-188
-40% -$13.3K 0.01% 280
2022
Q4 		$31.9K Hold
472
– – 0.01% 223
2022
Q3 		$24K Hold
472
– – 0.01% 233
2022
Q2 		$26K Buy
+472
New +$26.2K 0.01% 225
2021
Q4 		$43K Buy
770
+194
+34% +$10.5K 0.01% 179
2021
Q3 		$28K Buy
+576
New +$27.8K 0.01% 224

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

Bell Investment Advisors's NVO Position: Q2 2026 in Review

Bell Investment Advisors increased its Novo Nordisk (NVO) stake by 81% in Q2 2026, buying an estimated $9.19K and bringing the position to 478 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Bell Investment Advisors first reported a position in NVO in Q3 2021 and has held it in 19 quarters since. The position peaked at $54.4K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Bell Investment Advisors held 478 shares of Novo Nordisk worth $22.9K as of Q2 2026.
  • Bell Investment Advisors bought 214 Novo Nordisk shares in Q2 2026, an estimated $9.19K.
  • Novo Nordisk made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #437 holding.
  • Bell Investment Advisors first reported a position in Novo Nordisk in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Novo Nordisk position peaked at $54.4K in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.