BAM
NVO

Belpointe Asset Management’s Novo Nordisk NVO Stock Holding History

Belpointe Asset Management’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 		$216K Buy
+4,510
New +$194K 0.01% 1040
2026
Q1 		– Sell
-21,951
Closed -$1.12M – 1155
2025
Q4 		$1.12M Buy
21,951
+3,761
+21% +$192K 0.04% 386
2025
Q3 		$1.01M Buy
18,190
+4,573
+34% +$268K 0.04% 400
2025
Q2 		$940K Buy
13,617
+3,028
+29% +$206K 0.04% 376
2025
Q1 		$735K Buy
10,589
+5,193
+96% +$429K 0.04% 425
2024
Q4 		$751K Sell
5,396
-5,938
-52% -$642K 0.05% 399
2024
Q3 		$1.35M Buy
11,334
+8,249
+267% +$1.1M 0.08% 244
2024
Q2 		$440K Buy
3,085
+119
+4% +$15.8K 0.03% 485
2024
Q1 		$381K Buy
2,966
+702
+31% +$83.6K 0.03% 513
2023
Q4 		$234K Buy
2,264
+32
+1% +$3.17K 0.02% 616
2023
Q3 		$203K Sell
2,232
-1,234
-36% -$109K 0.02% 600
2023
Q2 		$280K Sell
3,466
-4,116
-54% -$336K 0.03% 477
2023
Q1 		$603K Buy
7,582
+1,270
+20% +$90.1K 0.03% 485
2022
Q4 		$427K Sell
6,312
-58
-0.9% -$3.4K 0.03% 608
2022
Q3 		$318K Buy
6,370
+3,212
+102% +$172K 0.02% 667
2022
Q2 		$176K Buy
3,158
+840
+36% +$46.6K 0.01% 877
2022
Q1 		$129K Buy
+2,318
New +$119K 0.01% 1100
2021
Q3 		– Sell
-2,640
Closed -$111K – 1230
2021
Q2 		$111K Buy
+2,640
New +$102K 0.01% 1085

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

Belpointe Asset Management's NVO Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Novo Nordisk (NVO) in Q2 2026: 4,510 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #1040 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in NVO as recently as Q4 2025.

Belpointe Asset Management first reported a position in NVO in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.35M in Q3 2024. 1,355 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Belpointe Asset Management held 4,510 shares of Novo Nordisk worth $216K as of Q2 2026.
  • Novo Nordisk was a new Belpointe Asset Management position in Q2 2026.
  • Novo Nordisk made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1040 holding.
  • Belpointe Asset Management first reported a position in Novo Nordisk in Q2 2021 and has held it in 18 quarters since.
  • Belpointe Asset Management's Novo Nordisk position peaked at $1.35M in Q3 2024.
  • 1,355 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.