BGAI
NVO

Bruce G. Allen Investments’s Novo Nordisk NVO Stock Holding History

Bruce G. Allen Investments’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 		$47.3K Buy
987
+93
+10% +$4K 0.03% 280
2026
Q1 		$32.9K Buy
894
+871
+3,787% +$41.3K 0.02% 336
2025
Q4 		$1.17K Sell
23
-67
-74% -$3.43K ﹤0.01% 797
2025
Q3 		$4.99K Buy
90
+22
+32% +$1.29K ﹤0.01% 564
2025
Q2 		$4.69K Sell
68
-162
-70% -$11K ﹤0.01% 577
2025
Q1 		$16K Sell
230
-6
-3% -$496 0.01% 409
2024
Q4 		$20.3K Hold
236
– – 0.02% 383
2024
Q3 		$28.1K Buy
236
+36
+18% +$4.8K 0.02% 345
2024
Q2 		$28.5K Sell
200
-49
-20% -$6.49K 0.02% 331
2024
Q1 		$32K Sell
249
-101
-29% -$12K 0.03% 315
2023
Q4 		$36.2K Buy
+350
New +$34.6K 0.03% 289

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

Bruce G. Allen Investments's NVO Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Novo Nordisk (NVO) stake by 10% in Q2 2026, buying an estimated $4K and bringing the position to 987 shares worth $47.3K. The position accounts for 0.03% of the portfolio, ranked #280.

Bruce G. Allen Investments first reported a position in NVO in Q4 2023 and has held it in 11 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Bruce G. Allen Investments held 987 shares of Novo Nordisk worth $47.3K as of Q2 2026.
  • Bruce G. Allen Investments bought 93 Novo Nordisk shares in Q2 2026, an estimated $4K.
  • Novo Nordisk made up 0.03% of Bruce G. Allen Investments's portfolio in Q2 2026, its #280 holding.
  • Bruce G. Allen Investments first reported a position in Novo Nordisk in Q4 2023 and has held it in 11 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.