Boston Family Office’s Novo Nordisk NVO Stock Holding History

Boston Family Office’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	$1.77M	Buy	36,941 +1,901	+5%	+$81.7K	0.11%	144
2026 Q1	$1.29M	Sell	35,040 -2,080	-6%	-$98.6K	0.09%	155
2025 Q4	$1.89M	Buy	37,120 +1,447	+4%	+$74K	0.12%	127
2025 Q3	$1.98M	Hold	35,673	–	–	0.13%	122
2025 Q2	$2.46M	Sell	35,673 -2,175	-6%	-$148K	0.16%	104
2025 Q1	$2.63M	Sell	37,848 -6,956	-16%	-$575K	0.19%	97
2024 Q4	$3.85M	Buy	44,804 +280	+0.6%	+$30.3K	0.26%	80
2024 Q3	$5.3M	Buy	44,524 +1,280	+3%	+$171K	0.36%	67
2024 Q2	$6.17M	Sell	43,244 -2,760	-6%	-$366K	0.44%	62
2024 Q1	$5.91M	Sell	46,004 -3,036	-6%	-$361K	0.43%	65
2023 Q4	$5.07M	Hold	49,040	–	–	0.38%	66
2023 Q3	$4.46M	Hold	49,040	–	–	0.37%	70
2023 Q2	$3.97M	Hold	49,040	–	–	0.3%	75
2023 Q1	$3.9M	Sell	49,040 -8,336	-15%	-$591K	0.31%	74
2022 Q4	$3.88M	Hold	57,376	–	–	0.32%	74
2022 Q3	$2.86M	Sell	57,376 -8,282	-13%	-$444K	0.25%	82
2022 Q2	$3.66M	Sell	65,658 -1,000	-2%	-$55.5K	0.31%	74
2022 Q1	$3.7M	Sell	66,658 -7,186	-10%	-$369K	0.26%	80
2021 Q4	$4.13M	Sell	73,844 -2,112	-3%	-$114K	0.27%	79
2021 Q3	$3.65M	Sell	75,956 -994	-1%	-$48.1K	0.26%	81
2021 Q2	$3.22M	Hold	76,950	–	–	0.23%	93
2021 Q1	$2.59M	Hold	76,950	–	–	0.19%	104
2020 Q4	$2.69M	Hold	76,950	–	–	0.21%	100
2020 Q3	$2.67M	Sell	76,950 -16,268	-17%	-$542K	0.24%	86
2020 Q2	$3.05M	Sell	93,218 -4	-0%	-$128	0.3%	78
2020 Q1	$2.81M	Sell	93,222 -712	-0.8%	-$21.2K	0.33%	79
2019 Q4	$2.72M	Hold	93,934	–	–	0.26%	91
2019 Q3	$2.43M	Hold	93,934	–	–	0.25%	97
2019 Q2	$2.4M	Hold	93,934	–	–	0.25%	94
2019 Q1	$2.46M	Sell	93,934 -804	-0.8%	-$19.8K	0.27%	94
2018 Q4	$2.18M	Sell	94,738 -880	-0.9%	-$19.6K	0.27%	96
2018 Q3	$2.25M	Hold	95,618	–	–	0.24%	104
2018 Q2	$2.21M	Hold	95,618	–	–	0.25%	102
2018 Q1	$2.35M	Hold	95,618	–	–	0.27%	100
2017 Q4	$2.57M	Sell	95,618 -6,092	-6%	-$155K	0.28%	98
2017 Q3	$2.45M	Hold	101,710	–	–	0.28%	100
2017 Q2	$2.18M	Sell	101,710 -1,550	-2%	-$31.3K	0.26%	105
2017 Q1	$1.77M	Buy	103,260 +1,500	+1%	+$26.1K	0.22%	111
2016 Q4	$1.82M	Sell	101,760 -12,800	-11%	-$232K	0.24%	109
2016 Q3	$2.38M	Hold	114,560	–	–	0.31%	92
2016 Q2	$3.08M	Buy	114,560 +10	+0%	+$274	0.4%	78
2016 Q1	$3.1M	Buy	114,550 +2,750	+2%	+$73.7K	0.41%	75
2015 Q4	$3.25M	Sell	111,800 -700	-0.6%	-$19.4K	0.44%	74
2015 Q3	$3.05M	Hold	112,500	–	–	0.43%	77
2015 Q2	$3.08M	Buy	112,500 +1,340	+1%	+$37.7K	0.39%	82
2015 Q1	$2.97M	Buy	111,160 +1,800	+2%	+$41.4K	0.37%	84
2014 Q4	$2.31M	Sell	109,360 -620	-0.6%	-$13.8K	0.29%	98
2014 Q3	$2.62M	Hold	109,980	–	–	0.34%	87
2014 Q2	$2.54M	Hold	109,980	–	–	0.32%	91
2014 Q1	$2.51M	Hold	109,980	–	–	0.33%	88
2013 Q4	$2.03M	Buy	109,980 +4,480	+4%	+$78.1K	0.27%	98
2013 Q3	$1.78M	Hold	105,500	–	–	0.25%	104
2013 Q2	$1.64M	Buy	+105,500	New	+$1.76M	0.25%	106

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

Boston Family Office's NVO Position: Q2 2026 in Review

Boston Family Office increased its Novo Nordisk (NVO) stake by 5.4% in Q2 2026, buying an estimated $81.7K and bringing the position to 36,941 shares worth $1.77M. The position accounts for 0.11% of the portfolio, ranked #144.

Boston Family Office first reported a position in NVO in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.17M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Boston Family Office held 36,941 shares of Novo Nordisk worth $1.77M as of Q2 2026.
Boston Family Office bought 1,901 Novo Nordisk shares in Q2 2026, an estimated $81.7K.
Novo Nordisk made up 0.11% of Boston Family Office's portfolio in Q2 2026, its #144 holding.
Boston Family Office first reported a position in Novo Nordisk in Q2 2013 and has held it in 53 quarters since.
Boston Family Office's Novo Nordisk position peaked at $6.17M in Q2 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.